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Investment Adviser Firm Summary

MOTLEY FOOL WEALTH MANAGEMENT, LLC (CRD# 165689 / SEC# 801-77616)
Alternate Names: MOTLEY FOOL FINANCIAL PLANNING , MOTLEY FOOL FINANCIAL PLANNING, LLC , MOTLEY FOOL WEALTH MANAGEMENT , MOTLEY FOOL WEALTH MANAGEMENT, LLC

The adviser's REGISTRATION status is listed below.


REGISTRATION STATUS


SEC / JURISDICTION REGISTRATION STATUS _ EFFECTIVE DATE
SEC Approved 02/11/2013

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 06/28/2013
Alaska 06/30/2014
Arizona 06/28/2013
Arkansas 06/30/2014
California 06/28/2013
Colorado 12/15/2017
Connecticut 06/28/2013
Delaware 03/11/2013
District of Columbia 03/11/2013
Florida 06/28/2013
Georgia 06/28/2013
Hawaii 03/13/2013
Idaho 06/30/2014
Illinois 03/13/2013
Indiana 06/28/2013
Iowa 06/30/2014
Kansas 06/30/2014
Kentucky 06/28/2013
Louisiana 06/28/2013
Maine 06/30/2014
Maryland 06/28/2013
Massachusetts 06/28/2013
Michigan 06/28/2013
Minnesota 06/28/2013
Mississippi 06/30/2014
Missouri 06/28/2013
Montana 01/07/2014
Nebraska 06/28/2013
Nevada 06/28/2013
New Hampshire 06/28/2013
New Jersey 04/09/2013
New Mexico 03/11/2013
New York 06/28/2013
North Carolina 06/28/2013
North Dakota 06/30/2014
Ohio 06/28/2013
Oklahoma 06/30/2014
Oregon 06/28/2013
Pennsylvania 03/11/2013
Rhode Island 06/30/2014
South Carolina 06/28/2013
South Dakota 06/30/2014
Tennessee 06/28/2013
Texas 06/28/2013
Utah 06/30/2014
Vermont 06/30/2014
Virgin Islands 12/15/2017
Virginia 06/28/2013
Washington 06/28/2013
West Virginia 06/30/2014
Wisconsin 06/28/2013

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