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Cole R Willyard

Vita Planning Group LLC

Vancouver, WA

Eugene, OR

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Current Employers
Vita Planning Group Llc

312 Se Stonemill Drive Suite 160, Vancouver, WA 98684-3514 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-01-02
NV RA APPROVED 2026-01-02
OR RA APPROVED 2026-01-02
TX RA APPROVED 2025-05-28
WA RA APPROVED 2025-05-28
  • CA RA
    APPROVED
    Since 2026-01-02
  • NV RA
    APPROVED
    Since 2026-01-02
  • OR RA
    APPROVED
    Since 2026-01-02
  • TX RA
    APPROVED
    Since 2025-05-28
  • WA RA
    APPROVED
    Since 2025-05-28

Branch Locations

312 Se Stonemill Drive Suite 160, Vancouver, WA 98684-3514 • United States

Eugene, OR • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Portland OR 03/2022 04/2025
Us Bank Portland OR 04/2015 02/2022
Vita Planning Group Llc Vancouver WA 04/2025 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-01-10
  • S66 Uniform Combined State Law Examination
    2023-01-10

View on SEC IAPD

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