2012 License Numbers 
Sara Grillo
AUGUST 26, 2024
Prior to moving into Product Management James spent over 6 years with Fidelity Investments in various wealth management and technical roles where he held his FINRA Series 7 and 63 licenses and Utah Resident Life and Health Insurance License. transgender male and female investors.
The Big Picture
AUGUST 20, 2024
We were one of the last to get what’s called a value added license to the compus stat database. So the growth of balanced funds was a real, really key characteristic of that 2006 to 2012 market. And then in 2012, they changed the QDIA to what’s called a target date fund. That’s the opportunity set.
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Sara Grillo
APRIL 10, 2023
What we’ve seen in 2022 is that there were a number of hacks. Prior to moving into Product Management James spent over 6 years with Fidelity Investments in various wealth management and technical roles where he held his FINRA Series 7 and 63 licenses and Utah Resident Life and Health Insurance License.
Mr. Money Mustache
JULY 23, 2023
It’s all the stuff that Mr. Money Mustache has been telling you since 2012, but with more detail and less distraction. “The Comfort Crisis” Wow, what an amazing turn of phrase, and what a concise summary of the core of this whole Mustachianism thing I’ve been trying to express for the past dozen years.
Harness Wealth
AUGUST 3, 2023
So in 2012, he left to start his own firm, LexTax. From cloud-based client portals, customer relationship management (CRM) platforms, time-tracking, invoicing and payment platforms, and more, there are a number of ways in which you can quickly turn your new accounting firm into a modern small business.
Trade Brains
DECEMBER 22, 2022
is an Indian IT company that is a part of Mahindra Group that provides Network technology solutions and Business Process Outsourcing (BPO) services to a large number of industries. Also, product licensing, consulting, and support are part of OFSSL’s principal business segment. Tech Mahindra Ltd. 6) Larsen & Toubro Infotech Limited.
Sara Grillo
SEPTEMBER 26, 2022
I mean, how is the CFP Board even going through a process of due diligence, again, innocent till proving guilty in the sense when they have all kinds of disclosures, but at the same time, they’re publicly reprimanding 40 people, 80 people, whatever the number is, in a given year, out of the tens of thousands.
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