GS0361: Providing financial information via a website; Financial planning for retirement; Financial retirement plan consulting services; Financial planning and investment advisory services; Providing information in the field of financial planning for financial professionals and individuals approaching retirement
DS0000: "RETIREMENT"
Case File Event Statements
2/3/2025 - 8 months ago
1 - NEW APPLICATION ENTEREDType:NWAP
2/3/2025 - 8 months ago
2 - NEW APPLICATION OFFICE SUPPLIED DATA ENTEREDType:NWOS
2/3/2025 - 8 months ago
3 - APPLICATION FILING RECEIPT MAILEDType:MAFR
6/26/2025 - 3 months ago
4 - ASSIGNED TO EXAMINERType:DOCK
6/27/2025 - 3 months ago
5 - APPROVED FOR PUB - PRINCIPAL REGISTERType:CNSA