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Harry Melseth Lawrence

Upfront Financial Planning, LLC

Spokane, WA

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Current Employers
Upfront Financial Planning, Llc

203 N Washington St Ste 200-I, Spokane, WA 99201 • United States

Current Registrations

AuthorityCategoryStatusDate
ID RA APPROVED 2025-01-17
TX RA APPROVED 2024-09-05
WA RA APPROVED 2024-02-18
  • ID RA
    APPROVED
    Since 2025-01-17
  • TX RA
    APPROVED
    Since 2024-09-05
  • WA RA
    APPROVED
    Since 2024-02-18

Branch Locations

Spokane, 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
Sound Physicians Critical Care Tacoma WA 10/2017 Present
Providence Nw Heart And Lung Associates Spokane WA 10/2016 10/2017
Columbia Surgical Specialists Spokane WA 08/2014 10/2016
  • 10/2017 → Present
    Sound Physicians Critical Care
    Tacoma, WA
  • 10/2016 → 10/2017
    Providence Nw Heart And Lung Associates
    Spokane, WA
  • 08/2014 → 10/2016
    Columbia Surgical Specialists
    Spokane, WA
Other Businesses

Harry Lawrence is a licensed Physician Associate-Certified and works locally; work involves approximately 30% of his time, but only after traditional business hours. This activity is not perceived as presenting a conflict of interest to UpFront or its clients.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-09-18
  • S65 Uniform Investment Adviser Law Examination
    2023-09-18

View on SEC IAPD

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