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Investment Adviser Firm Summary

LEARNVEST PLANNING SERVICES, LLC (CRD# 162453 / SEC# 801-76617)
Alternate Names: LEARNVEST ACTION PROGRAM , LEARNVEST PLANNING , LEARNVEST PLANNING SERVICES, LLC , LEARNVEST PROGRAM , LEARNVEST, INC , LEARNVEST.COM , LV ACTION PROGRAM , LV PROGRAM , LVPS

The adviser's REGISTRATION status is listed below.


REGISTRATION STATUS


SEC / JURISDICTION REGISTRATION STATUS _ EFFECTIVE DATE
SEC Approved 05/11/2012

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
Alabama 07/11/2013
Alaska 07/11/2013
Arizona 07/11/2013
Arkansas 02/10/2015
California 05/11/2012
Colorado 05/11/2012
Connecticut 05/11/2012
Delaware 02/10/2015
District of Columbia 07/11/2013
Florida 05/11/2012
Georgia 05/11/2012
Hawaii 05/07/2013
Idaho 02/10/2015
Illinois 05/16/2012
Indiana 07/11/2013
Iowa 02/10/2015
Kansas 02/10/2015
Kentucky 03/27/2014
Louisiana 07/11/2013
Maine 02/10/2015
Maryland 07/11/2013
Massachusetts 05/11/2012
Michigan 05/11/2012
Minnesota 05/11/2012
Mississippi 07/11/2013
Missouri 07/11/2013
Montana 02/10/2015
Nebraska 07/11/2013
Nevada 07/11/2013
New Hampshire 09/21/2012
New Jersey 05/29/2012
New Mexico 03/27/2014
New York 05/11/2012
North Carolina 06/24/2013
North Dakota 02/10/2015
Ohio 05/11/2012
Oklahoma 02/10/2015
Oregon 07/11/2013
Pennsylvania 05/11/2012
Rhode Island 02/10/2015
South Carolina 02/10/2015
South Dakota 02/10/2015
Tennessee 07/11/2013
Texas 05/11/2012
Utah 03/28/2013
Vermont 02/10/2015
Virginia 05/11/2012
Washington 05/11/2012
West Virginia 02/10/2015
Wisconsin 07/11/2013

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