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Hirst Financial Independence Planning, Inc. CRD 342919
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
99 South Main Street Suite 351, Fall River, MA 02721 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-07-30 |
| TX | RA | APPROVED | 2026-07-23 |
Branch Locations
99 South Main Street Suite 351, Fall River, MA 02721 • United States
Bonita Springs, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hirst Financial Independence Planning, Inc. | Fall River | MA | 02/2016 | Present |
| Law Office Of Leonard T.A. Hirst, Ii | Wesport | MA | 12/2003 | Present |
| Cwm, Llc | Omaha | NE | 01/2014 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1997-07-15 |
| S65 | Uniform Investment Adviser Law Examination | 1993-06-23 |
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