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Paul Edward Murk

Sequoia Planning & Investments LLC

La Conner, WA

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Current Employers
Sequoia Planning & Investments Llc

La Conner, WA • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2023-03-16
  • WA RA
    APPROVED
    Since 2023-03-16

Branch Locations

La Conner, WA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Sequoia Planning And Investments Llc Walnut Creek CA 04/1998 Present
  • 04/1998 → Present
    Sequoia Planning And Investments Llc
    Walnut Creek, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1998-05-19
S63 Uniform Securities Agent State Law Examination 1996-10-21
  • S65 Uniform Investment Adviser Law Examination
    1998-05-19
  • S63 Uniform Securities Agent State Law Examination
    1996-10-21
Designations

View on SEC IAPD

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