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Shona Mary Martin

Fidalgo Financial Planning

Anacortes, WA

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Current Employers
Fidalgo Financial Planning

Anacortes, WA • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2017-03-16
  • WA RA
    APPROVED
    Since 2017-03-16

Branch Locations

Anacortes, 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
Fidalgo Financial Planning Llc Anacortes WA 12/2016 Present
N/A Anacortes WA 07/2016 03/2017
Archer Investment Management Austin TX 03/2018 04/2023
Curtis Financial Planning Oakland CA 06/2018 12/2018
  • 12/2016 → Present
    Fidalgo Financial Planning Llc
    Anacortes, WA
  • 07/2016 → 03/2017
    N/A
    Anacortes, WA
  • 03/2018 → 04/2023
    Archer Investment Management
    Austin, TX
  • 06/2018 → 12/2018
    Curtis Financial Planning
    Oakland, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-12-13
  • S65 Uniform Investment Adviser Law Examination
    2016-12-13
Designations
Other Names
  • Shona Mary Lamborn
  • Shona Martin

View on SEC IAPD

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