Inactive

Ann L Minnium

Concierge Financial Planning, LLC

Margate City, NJ

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Current Employers

Concierge Financial Planning, Llc

Margate City, NJ • United States

Current Registrations

Authority	Category	Status	Date
NJ	RA	APPROVED	2009-10-05

NJ RA
APPROVED

Since 2009-10-05

Branch Locations

Margate City, NJ • 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
Concierge Financial Planning, Llc	Margate City	NJ	07/2009	Present
Wardlaw-Hartridge School	Edison	NJ	09/2000	06/2018
Athena Investment Club	Scotch Plains	NJ	06/2009	03/2020

07/2009 → Present

Concierge Financial Planning, Llc

Margate City, NJ
09/2000 → 06/2018

Wardlaw-Hartridge School

Edison, NJ
06/2009 → 03/2020

Athena Investment Club

Scotch Plains, NJ

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2009-07-22
S63	Uniform Securities Agent State Law Examination	1991-09-30

S65 Uniform Investment Adviser Law Examination

2009-07-22
S63 Uniform Securities Agent State Law Examination

1991-09-30

Designations

Other Names

Ann Levy Minnium
Ann E Levy
Ann E Levyminnium

View on SEC IAPD

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