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Andrea Jane Clark

The Table Financial Planning LLC

Fountain Hills, AZ

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Current Employers
The Table Financial Planning Llc

Fountain Hills, AZ • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2026-08-17
CO RA APPROVED 2026-06-29
FL RA APPROVED 2025-03-19
IA RA APPROVED 2024-03-13
VA RA APPROVED 2023-06-29
CA RA APPROVED 2022-04-08
TX RA APPROVED_RES 2020-07-13
AZ RA APPROVED 2018-08-22
  • UT RA
    APPROVED
    Since 2026-08-17
  • CO RA
    APPROVED
    Since 2026-06-29
  • FL RA
    APPROVED
    Since 2025-03-19
  • IA RA
    APPROVED
    Since 2024-03-13
  • VA RA
    APPROVED
    Since 2023-06-29
  • CA RA
    APPROVED
    Since 2022-04-08
  • TX RA
    APPROVED_RES
    Since 2020-07-13
  • AZ RA
    APPROVED
    Since 2018-08-22

Branch Locations

Fountain Hills, AZ • 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
The Table Financial Planning Llc Andover KS 11/2017 Present
Zeiders Enterprises Woodbridge VA 09/2012 01/2023
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-09-11
  • S65 Uniform Investment Adviser Law Examination
    2017-09-11
Designations
Other Names
  • Andrea Clark
  • Andrea Anfinson

View on SEC IAPD

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