ARMSTRONG, ALEXANDRA
WASHINGTON, DC 20007
|
Armstrong Fleming & Moore, Inc/Armstrong Fleming & Moore, Inc/Chairman | $5,000 |
P | 01/01/1900 |
SCHWEISS, SKIP
DENVER, CO 80202
|
Td Ameritrade Institutional/Td Ameritrade Institutional/Managing Director | $5,000 |
P | 01/01/1900 |
BUIE, ELISSA
VIENNA, VA 22180
|
Yeske Buie/Yeske Buie/Ceo | $5,000 |
P | 12/31/2019 |
PRENDERGAST, MARK L.
HUNTINGTON BEACH, CA 92649
|
Inspired Financial/Inspired Financial/Director Of Tax Strategies | $4,000 |
P | 12/08/2019 |
KURTZ, MARTIN
MOLINE, IL 61265
|
The Planning Center/The Planning Center/Founder/President | $2,500 |
P | 05/21/2019 |
KURTZ, MARTIN
MOLINE, IL 61265
|
The Planning Center/The Planning Center/Founder/President | $2,500 |
P | 10/16/2019 |
MOORE, FRANKLIN S.
ANN ARBOR, MI 48104
|
Vintage Financial Services/Vintage Financial Services/Founder | $1,000 |
P | 01/01/1900 |
ARMSTRONG, ALEXANDRA
WASHINGTON, DC 20007
|
Armstrong Fleming & Moore, Inc/Armstrong Fleming & Moore, Inc/Chairman | $1,000 |
P | 01/22/2019 |
PRENDERGAST, MARK L.
HUNTINGTON BEACH, CA 92649
|
Inspired Financial/Inspired Financial/Director Of Tax Strategies | $1,000 |
P | 05/21/2019 |
STANZAK, JANET
BLOOMINGTON, MN 55420
|
Financial Empowerment Llc/Financial Empowerment Llc/Certified Financial Planner | $1,000 |
P | 05/21/2019 |
FERRARA, V. RAYMOND
CLEARWATER, FL 33756
|
Provise Management Group Llc/Provise Management Group Llc/President And Ceo | $1,000 |
P | 10/21/2019 |
ARMSTRONG, STUART H II
NEEDHAM HEIGHTS, MA 02494
|
Centinel Financial Group, Llc/Centinel Financial Group, Llc/Financial Planner | $1,000 |
P | 10/30/2019 |
MOISAND, DANIEL B
MELBOURNE, FL 32940
|
Moisand Fitzgerald Tamayo/Moisand Fitzgerald Tamayo/Principal, Financial Advisor | $1,000 |
P | 10/30/2019 |
FITZGERALD, CHARLES E III
ORLANDO, FL 32801
|
Moisand Fitzgerald Tamayo/Moisand Fitzgerald Tamayo/Principal And Financial Advisor | $1,000 |
P | 12/22/2019 |
STANZAK, JANET
BLOOMINGTON, MN 55420
|
Financial Empowerment Llc/Financial Empowerment Llc/Certified Financial Planner | $1,000 |
P | 10/30/2019 |
PARE, FRANK
OAKLAND, CA 94612
|
Pf Wealth Management Group/Pf Wealth Management Group/President/Certified Financial Planner | $900 |
P | 11/25/2019 |
LEE, JAMES
SARATOGA SPRINGS, NY 12866
|
Lee Investment Management/Lee Investment Management/President | $800 |
P | 06/05/2019 |
JETTON, ELIZABETH W
ATLANTA, GA 30328
|
Turningpoint, Llc/Turningpoint, Llc/Co-Founder | $600 |
P | 01/01/1900 |
SANDY, PAMELA
CLEVELAND, OH 44107
|
Confiance, Llc/Confiance, Llc/Ceo & Founder | $500 |
P | 05/08/2019 |
SCHWEISS, SKIP
DENVER, CO 80202
|
Td Ameritrade Institutional/Td Ameritrade Institutional/Managing Director | $500 |
P | 05/08/2019 |
PIKE, SHANNON J.
HOUSTON, TX 77056
|
Tanglewood Legacy Advisors/Tanglewood Legacy Advisors/Vice President | $500 |
P | 05/09/2019 |
KAHAN, SCOTT M
CHAPPAQUA, NY 10514
|
Financial Asset Management/Financial Asset Management/President And Senior Financial Planner | $500 |
P | 05/21/2019 |
KIRCHENBAUER, LISA AK
ARLINGTON, VA 22203
|
Omega Wealth Management/Omega Wealth Management/President | $500 |
P | 05/21/2019 |
NICOLETTE, NICHOLAS A
PORT JERVIS, NY 12771
|
Sterling Financial Group/Sterling Financial Group/Founder/Principal/Cfp | $500 |
P | 05/21/2019 |
KELLER, KEVIN R
WASHINGTON, DC 20005
|
Cfp Board Of Standards/Cfp Board Of Standards/Ceo | $500 |
P | 05/29/2019 |
KANE, CLAUDIA C.
EL DORADO HILLS, CA 95762
|
Financial Planning Association/Financial Planning Association/Director Of Advocacy | $500 |
P | 06/18/2019 |
BALUNEK, MOLLY BERNET
CLEVELAND, OH 44122
|
Laurel Tree Advisors/Laurel Tree Advisors/Advisor, President | $500 |
P | 06/24/2019 |
KELLER, KEVIN R
WASHINGTON, DC 20005
|
Cfp Board Of Standards/Cfp Board Of Standards/Ceo | $500 |
P | 06/24/2019 |
LEE, JAMES
SARATOGA SPRINGS, NY 12866
|
Lee Investment Management/Lee Investment Management/President | $500 |
P | 10/16/2019 |
JETTON, ELIZABETH W
ATLANTA, GA 30328
|
Turningpoint, Llc/Turningpoint, Llc/Co-Founder | $500 |
P | 10/25/2019 |
JOHANNESSEN, MARK E
ROCKVILLE, MD 20852
|
Sullivan Bruyette/Sullivan Bruyette/Financial Planner | $500 |
P | 10/30/2019 |
SANDY, PAMELA
CLEVELAND, OH 44107
|
Confiance, Llc/Confiance, Llc/Ceo & Founder | $500 |
P | 11/27/2019 |
PIKE, SHANNON J.
HOUSTON, TX 77056
|
Tanglewood Legacy Advisors/Tanglewood Legacy Advisors/Vice President | $500 |
P | 12/31/2019 |
CARTER, BILL
DALLAS, TX 75251
|
Carter Financial Management/Carter Financial Management/President | $400 |
P | 01/01/1900 |
DILIBERTO, ROY
NAPLES, NJ 34119
|
Rtd Financial Advisors/Rtd Financial Advisors/Financial Planner | $300 |
P | 01/24/2019 |
TILLMAN, HARRY
BOLIVIA, NC 28422
|
Insight Private Advisors/Insight Private Advisors/Financial Planner | $250 |
P | 01/01/1900 |
TILLMAN, HARRY
BOLIVIA, NC 28422
|
Insight Private Advisors/Insight Private Advisors/Financial Planner | $250 |
P | 01/24/2019 |
THOMPSON, MAUREEN A
ARLINGTON, VA 22201
|
Cfp Board Of Standards/Cfp Board Of Standards/Vp, Public Policy | $250 |
P | 05/07/2019 |
GJERTSEN, EDWARD W. II
NORTHFIELD, IL 60093
|
Mack Investment Securities/Mack Investment Securities/Vice President | $250 |
P | 05/21/2019 |
HARRIS, WILLIAM M
DUXBURY, MA 02331
|
Wh Cornerstone Investments/Wh Cornerstone Investments/Financial Planner | $250 |
P | 05/21/2019 |
KRUZAN, JAMES B.
FENTON, MI 48430
|
Kaydan Wealth Management/Kaydan Wealth Management/President | $250 |
P | 05/21/2019 |
MOORE, HANNAH
DALLAS, TX 75254
|
Guiding Wealth Management/Guiding Wealth Management/Owner | $250 |
P | 05/21/2019 |
BRANHAM, MICHAEL A
BURNSVILLE, MN 55337
|
The Planning Center/The Planning Center/Financial Planner And Strategist | $250 |
P | 06/05/2019 |
KAHAN, SCOTT M
CHAPPAQUA, NY 10514
|
Financial Asset Management/Financial Asset Management/President And Senior Financial Planner | $250 |
P | 06/18/2019 |
MOHRMAN-GILLIS, MARILYN
CHEVY CHASE, MD 20815
|
Cfp Board/Cfp Board/Managing Director, Public Policy | $250 |
P | 06/24/2019 |
DRAUGHON, CHRISTOPHER S
ST. AUGUSTINE, FL 32084
|
First Coast Wealth Advisors/First Coast Wealth Advisors/Director Of Financial Planning | $250 |
P | 10/10/2019 |
NICOLETTE, NICHOLAS A
PORT JERVIS, NY 12771
|
Sterling Financial Group/Sterling Financial Group/Founder/Principal/Cfp | $250 |
P | 10/30/2019 |
MOORE, HANNAH
RICHARDSON, TX 75080
|
Guiding Wealth Management/Guiding Wealth Management/Owner | $250 |
P | 11/05/2019 |
COLACCI, JOSEPHINE M.
GOLDEN, CO 80403
|
Financial Planning Association/Financial Planning Association/Public Policy Counsel | $25 |
P | 10/15/2019 |