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The Planner's Edge LLC CRD 114616
$179M regulatory AUM 1 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
2737 78Th Avenue Se Suite 103, Mercer Island, WA 98040 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2016-07-06 |
Branch Locations
2737 78Th Avenue Se Suite 103, Mercer Island, WA 98040 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Planner'S Edge | Mercer Island | WA | 08/1990 | Present |
DEANNA NOWADNICK/ SELF-PUBLISHING ON OWN WRITING --OWNER
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-06-24 |
| S63 | Uniform Securities Agent State Law Examination | 1982-05-24 |
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