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2407 Pacific Avenue Suite A, Olympia, WA 98501 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2024-03-19 |
Branch Locations
2407 Pacific Avenue Suite A, Olympia, WA 98501 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Prentice Financial Planning, Llc | Olympia | WA | 05/2023 | Present |
| Prentice Financial Planning, Llc | Olympia | WA | 04/2023 | 05/2023 |
| Family | San Diego | CA | 05/2013 | 04/2017 |
| Family | Newport News | VA | 05/2017 | 07/2021 |
| Family | Jacksonville | FL | 08/2021 | 10/2022 |
| Family | Olympia | WA | 03/2022 | 04/2023 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-03-18 |
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