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Kelci Laam

Florin Pensions LLC

Vancouver, WA

San Francisco, CA

CRD 7734625

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Employer firm

Florin Pensions LLC CRD 161038

485 advisory clients

Reported services (Item 5G)

  • Selection of other advisers

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

Current Employers
Florin Pensions Llc

315 Montgomery Street Suite 900, San Francisco, CA 94104 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2023-08-21
  • WA RA
    APPROVED
    Since 2023-08-21

Branch Locations

Vancouver, WA • United States

315 Montgomery Street Suite 900, San Francisco, CA 94104 • 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
Self-Employed Sonoma CA 03/2013 01/2020
Florin Pensions Llc Vancouver WA 01/2020 Present
  • 03/2013 → 01/2020
    Self-Employed
    Sonoma, CA
  • 01/2020 → Present
    Florin Pensions Llc
    Vancouver, WA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-08-21
  • S65 Uniform Investment Adviser Law Examination
    2023-08-21

View on SEC IAPD

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