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Anh Thu Tran

Women'S Wealth

Tacoma, WA

CRD 6724447

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Employer firm

Women's Wealth CRD 305821

10 advisory clients

Reported services (Item 5G)

  • Financial planning

From the firm’s Form ADV. Read the guides:

Current Employers
Women'S Wealth

Tacoma, WA • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2019-10-21
  • WA RA
    APPROVED
    Since 2019-10-21

Branch Locations

Tacoma, 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
Brooks, Hughes & Jones, Inc Dba Bhj Wealth Advisors Gig Harbor WA 11/2016 07/2019
Women's Wealth Llc Shoreline WA 06/2019 Present
  • 11/2016 → 07/2019
    Brooks, Hughes & Jones, Inc Dba Bhj Wealth Advisors
    Gig Harbor, WA
  • 06/2019 → Present
    Women's Wealth Llc
    Shoreline, WA
Previous Registrations
  • 2017-01-05 → 2019-07-31
    Bhj Wealth Advisors
    Gig Harbor, WA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-01-05
  • S65 Uniform Investment Adviser Law Examination
    2017-01-05
Designations
  • Certified Financial Planner
Other Names
  • Anne Tran

View on SEC IAPD

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