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Eleanore Kulakowski Szymanski

The Financial Planning Answerplace, LLC

Princeton, NJ

Access Wealth

East Hanover, NJ

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Current Employers
The Financial Planning Answerplace, Llc

475 Wall Street, Princeton, NJ 08540 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2012-07-10
  • NJ RA
    APPROVED
    Since 2012-07-10

Branch Locations

475 Wall Street, Princeton, NJ 08540 • United States

Access Wealth

120 Eagle Rock Avenue Suite 230, East Hanover, NJ 07936 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2008-07-29
PA RA APPROVED 2008-07-29
  • NJ RA
    APPROVED
    Since 2008-07-29
  • PA RA
    APPROVED
    Since 2008-07-29

Branch Locations

120 Eagle Rock Avenue Suite 230, East Hanover, NJ 07936 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Eks Associates, Llc Princeton NJ 10/2000 Present
The Financial Planning Answerplace, Llc Princeton NJ 06/2012 Present
Previous Registrations
  • 2009-02-20 → 2013-11-06
    Eks Associates, Llc
    Princeton, NJ
  • 2007-03-19 → 2008-03-31
    Eks Associates, Llc
    Princeton, NJ
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-11-29
S63 Uniform Securities Agent State Law Examination 1986-07-28
  • S65 Uniform Investment Adviser Law Examination
    1999-11-29
  • S63 Uniform Securities Agent State Law Examination
    1986-07-28
Designations
Other Names
  • Eleanore K Wooters
  • Eleanore Kulakowski Szymanski
  • Eleanore Kulakowskij Szymanski

View on SEC IAPD

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