Dillon Augustus Quintana

Current Employers

Financial Plan, Inc.

11 Bellwether Way, Suite 301, Bellingham, WA 98225-2956 • United States

Current Registrations

Authority	Category	Status	Date
WA	RA	APPROVED	2023-06-02

WA RA
APPROVED

Since 2023-06-02

Branch Locations

11 Bellwether Way, Suite 301, Bellingham, WA 98225-2956 • 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

Organization	City	State	From	To
Gonzaga University	Spokane	WA	09/2013	05/2018
Fairhaven Runners Inc.	Bellingham	WA	07/2018	06/2020
Peoples Bank Wa	Bellingham	WA	06/2020	02/2023
Financial Plan, Inc.	Bellingham	WA	03/2023	Present

09/2013 → 05/2018

Gonzaga University

Spokane, WA
07/2018 → 06/2020

Fairhaven Runners Inc.

Bellingham, WA
06/2020 → 02/2023

Peoples Bank Wa

Bellingham, WA
03/2023 → Present

Financial Plan, Inc.

Bellingham, WA

Other Businesses

Fairhaven Runners, Inc.; Not investment-related; 1209 11th Street, Bellingham, WA 98225; Retail sales - shoes, apparel, accessories; Shareholder; Start date: 8/15/24; Hours per month: 4-6, Hours during trading: None; Duties: Emails/calls w CPA & Bookkeeper.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2023-05-16

S65 Uniform Investment Adviser Law Examination

2023-05-16

View on SEC IAPD

Current Employers

Financial Plan, Inc.

Disclosures

Employment History

Other Businesses

Exams

Other Firms

Other Investors

Other Offices

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