at


Investment Adviser Firm Summary

CS PLANNING CORP (CRD# 149937 / SEC# 801-70381)
Alternate Names: AMY T. SHARP, CFP, LLC , BLUEWATER CAPITAL , BRANNING WEALTH MANAGEMENT , CARAVELA , COLLINGWOOD WEALTH MANAGEMENT , CONSCIOUS CAPITAL ADVISORS , COUGLAR WEALTH MANAGEMENT, LLC , COVATO CAPITAL MANAGEMENT , CS PLANNING CORP , CULTIVANT , EVERGREEN WEALTH, LLC , ILLUMINE INVESTMENT MANAGEMENT, LLC , ILLUMINE WEALTH MANAGEMENT, LLC , LENOIR AND ASSOCIATES , MAVERICK WEALTH SOLUTIONS LLC , MCDANIEL & REGISTER , MCDANIEL REGISTER ADVISORS , MILESTONE PRIVATE WEALTH MANAGEMENT , MJC PARTNERS , OLYMPUS WEALTH MANAGEMENT , PRESTIGE WEALTH MANAGEMENT , PRESTIGE WORLDWIDE WEALTH PARTNERS, INC. , SAGACE WEALTH MANAGEMENT , SILVERLIGHT ASSET MANAGEMENT, LLC , STRATEGIC FINANCIAL CONSULTANTS, INC. , TANDEM ASSET MANAGEMENT , TAO PRIVATE WEALTH , TECHNICAL MANAGEMENT GROUP , THIGPEN GROUP WEALTH ADVISORS , VALOR WEALTH PARTNERS , W. O. STONE ADVISORS

The adviser's REGISTRATION status is listed below.


REGISTRATION STATUS


SEC / JURISDICTION REGISTRATION STATUS _ EFFECTIVE DATE
SEC Approved 07/10/2009
Mississippi Terminated 12/23/2009

NOTICE FILINGS


Investment adviser firms registered with the SEC may be required to provide to state securities authorities a copy of their Form ADV and any accompanying amendments filed with the SEC. These filings are called "notice filings". Below are the states with which the firm you selected makes its notice filings. Also listed is the date the firm first became notice filed or registered in each state.


JURISDICTION EFFECTIVE DATE
California 03/29/2016
Delaware 10/15/2018
Florida 11/30/2017
Hawaii 01/04/2016
Louisiana 01/04/2010
Massachusetts 07/10/2013
Mississippi 01/04/2010
New Hampshire 09/26/2018
New York 07/10/2013
Oklahoma 10/03/2017
Oregon 08/22/2011
Pennsylvania 01/16/2013
Rhode Island 01/04/2016
Texas 01/04/2010
Washington 03/29/2016

EXEMPT REPORTING ADVISERS


Exempt Reporting Advisers ("ERA") are investment advisers that are not required to register as investment advisers because they rely on certain exemptions from registration under sections 203(l) and 203(m) of the Investment Advisers Act of 1940 and related rules. Certain state securities regulatory authorities have similar exemptions based on state statutes or regulations. An ERA is required to file a report using Form ADV, but does not complete all items contained in Form ADV that a registered adviser must complete. Other state securities regulatory authorities require an ERA to register as an investment adviser and file a complete Form ADV. Below are the regulators with which an ERA report is filed.


Not Currently an Exempt Reporting Adviser