Click here to close now.

Welcome!

News Feed Item

CFP Board Discloses Bankruptcies by CFP® Professionals

WASHINGTON, April 18, 2014 /PRNewswire-USNewswire/ -- Certified Financial Planner Board of Standards, Inc. announces today the names of CFP® professionals who have declared bankruptcy within the last five years and, under rules that took effect July 1, 2012, are not subject to disciplinary procedures but will have their bankruptcy disclosed.

CFP Board does not investigate, and the Disciplinary and Ethics Commission does not adjudicate, bankruptcy-only cases. Rather, CFP Board verifies the bankruptcy and notes the bankruptcy filing on the CFP® professional's public profile, which is available through the search functions on CFP Board's website. CFP Board will also share with consumers and other stakeholders who contact CFP Board regarding a CFP® professional's certification status the information in the CFP® professional's public profile, including identifying whether the CFP® professional has filed bankruptcy. All disclosures regarding a bankruptcy filed by a CFP® professional will remain on CFP Board's website for 10 years from the earlier of the date the CFP® professional disclosed the bankruptcy to CFP Board or the date CFP Board became aware of the bankruptcy.

The public may review an individual's bankruptcy information and certification status with CFP Board at www.CFP.net/search. For more detail regarding a CFP® professional's bankruptcy filing, please visit the U.S. Court's Public Access to Court Electronic Records ("PACER") website, which can be found at https://pacer.login.uscourts.gov/cgi-bin/login.pl?court_id=00pcl. Please note that you will be required to register and pay a nominal fee to view the information.

This disclosure of these names is made pursuant to CFP Board's rules regarding single-bankruptcy cases and covers the fourth quarter of 2013. The release of the information below does not constitute discipline of these individuals and is provided only for purpose of providing consumers with adequate information to make an informed decision with regard to engaging a CFP® professional to assist with financial decisions.


NAME

LOCATION

STATE

BANKRUPTCY TYPE

FILING DATE

Mr. Reid L. Allen

Sacramento

CA

Personal

March 2011

Mr. William H. Baker

Opelousas

LA

Personal

June 2012

Mr. William Larry Bendt

Charleston

SC

Personal

July 2009

Mr. Charles T. Black, Jr.

Orlando

FL

Personal

January 2012

Mr. Adam J. Brooks

Portland

OR

Personal

February 2013

Ms. Nancy Castile Callahan

San Jose

CA

Personal

September 2010

Mr. Zack Carnes

Atlanta

GA

Personal

January 2012

Mrs. Cindy Ann Carpenter

Phoenix

AZ

Personal

May 2009

Mr. Ronald Scott Chalmers

Ft. Myers

FL

Personal

June 2010

Mr. Benjamin L. Champion

Orlando

FL

Personal

August 2011

Mrs. Alicia K. Cole

Grand Rapids

MI

Personal

June 2011

Mr. Gregory D. Cook

Dayton

OH

Personal

May 2010

Mr. Benjamin L. Crawford, IV

Birmingham

AL

Personal

December 2009

Mr. Tiberio P. DeJulio

Atlanta

GA

Personal

March 2013

Mr. Dennis J. Demuth

Worchester

MA

Personal

October 2010

Mr. Jeffrey Edwards

Onalska

WA

Personal

December 2009

Mr. Brian D. Ellison

Flint

MI

Personal

December 2012

Mr. Ashley W. Folkes

Atlanta

GA

Personal

March 2010

Ms. Lorraine A. Gallagher

Joliet

IL

Personal

October 2012

Mrs. Jeri Margolis Glazer

Greenbelt

MD

Personal

March 2013

Mr. Andrei S. Hall

Santa Ana

CA

Personal

February 2011

Mr. Thomas J. Hatton

Tampa

FL

Personal

January 2013

Ms. Elizabeth F. Hicks

Newark

NJ

Personal

May 2011

Ms. Ethel A. Hillman

Atlanta

GA

Personal

July 2009

Mr. James B. Hoffman

Trenton

NJ

Personal

January 2011

Mr. Harold J. Hunt, Jr.

Baltimore

MD

Personal

April 2010

Mr. Edward C. Irwin

Detroit

MI

Personal

November 2012

Ms. Jean E. Kerr

Minneapolis

MN

Personal

December 2012

Ms. Jennifer L. Kilby

Cook County

IL

Personal

September 2010

Mr. Aaron D. Kolkman

Phoenix

AZ

Personal

November 2009

Mr. Henry E. Landa

Miami

FL

Personal

August 2013

Ms. Mary Katherine Mac Nee

Riverside

CA

Personal

December 2010

Mr. Mark J. Martin

Pittsburgh

PA

Personal

January 2013

Ms. Irene Maxwell

Oakland

CA

Personal

April 2012

Mr. Aleksandar Milic

Las Vegas

NV

Personal

November 2012

Mr. Anthony F. Morgillo

New Haven

CT

Personal

December 2011

Mr. Richard J. Morowczynski

Chicago

IL

Personal

June 2011

Ms. Shelly Nelson

Phoenix

AZ

Personal

July 2009

Mrs. Melissa Pearce

Santa Ana

CA

Personal

March 2009

Mr. Matthew Martin Puttroff

Denver

CO

Personal

September 2009

Ms. Durene Scott

Tampa

FL

Personal

December 2011

Mr. Patrick J. Sullivan

Clermont

OH

Personal

September 2012

Mr. Deshunnon L. Thomas

Atlanta

GA

Personal

December 2012

Mr. W. Travis Webb

Louisville

KY

Personal

September 2009

Mrs. Melissa A. Wieder

Indianapolis

IN

Personal

April 2012

Mr. Michael G. Wirtes

Riverside

CA

Personal

August 2010

Mr. Mark A. Witaschek

Washington

DC

Personal

January 2013

Ms. Pamela Zentko

Albany

NY

Personal

April 2010

ABOUT CFP BOARD
The mission of Certified Financial Planner Board of Standards, Inc. is to benefit the public by granting the CFP® certification and upholding it as the recognized standard of excellence for competent and ethical personal financial planning. The Board of Directors, in furthering CFP Board's mission, acts on behalf of the public, CFP® professionals and other stakeholders. CFP Board owns the certification marks CFP®, Certified Financial Planner™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.  CFP Board currently authorizes more than 69,000 individuals to use these marks in the U.S.

SOURCE Certified Financial Planner Board of Standards, Inc.

More Stories By PR Newswire

Copyright © 2007 PR Newswire. All rights reserved. Republication or redistribution of PRNewswire content is expressly prohibited without the prior written consent of PRNewswire. PRNewswire shall not be liable for any errors or delays in the content, or for any actions taken in reliance thereon.

Latest Stories
While DevOps most critically and famously fosters collaboration, communication, and integration through cultural change, culture is more of an output than an input. In order to actively drive cultural evolution, organizations must make substantial organizational and process changes, and adopt new technologies, to encourage a DevOps culture. Moderated by Andi Mann, panelists discussed how to balance these three pillars of DevOps, where to focus attention (and resources), where organizations migh...
Containers have changed the mind of IT in DevOps. They enable developers to work with dev, test, stage and production environments identically. Containers provide the right abstraction for microservices and many cloud platforms have integrated them into deployment pipelines. DevOps and Containers together help companies to achieve their business goals faster and more effectively. In his session at DevOps Summit, Ruslan Synytsky, CEO and Co-founder of Jelastic, reviewed the current landscape of...
The enterprise market will drive IoT device adoption over the next five years. In his session at @ThingsExpo, John Greenough, an analyst at BI Intelligence, division of Business Insider, analyzed how companies will adopt IoT products and the associated cost of adopting those products. John Greenough is the lead analyst covering the Internet of Things for BI Intelligence- Business Insider’s paid research service. Numerous IoT companies have cited his analysis of the IoT. Prior to joining BI In...
"ciqada is a combined platform of hardware modules and server products that lets people take their existing devices or new devices and lets them be accessible over the Internet for their users," noted Geoff Engelstein of ciqada, a division of Mars International, in this SYS-CON.tv interview at @ThingsExpo, held June 9-11, 2015, at the Javits Center in New York City.
SYS-CON Events announced today that Secure Infrastructure & Services will exhibit at SYS-CON's 17th International Cloud Expo®, which will take place on November 3–5, 2015, at the Santa Clara Convention Center in Santa Clara, CA. Secure Infrastructure & Services (SIAS) is a managed services provider of cloud computing solutions for the IBM Power Systems market. The company helps mid-market firms built on IBM hardware platforms to deploy new levels of reliable and cost-effective computing and hig...
Live Webinar with 451 Research Analyst Peter Christy. Join us on Wednesday July 22, 2015, at 10 am PT / 1 pm ET In a world where users are on the Internet and the applications are in the cloud, how do you maintain your historic SLA with your users? Peter Christy, Research Director, Networks at 451 Research, will discuss this new network paradigm, one in which there is no LAN and no WAN, and discuss what users and network administrators gain and give up when migrating to the agile world of clo...
DevOps Summit, taking place Nov 3-5, 2015, at the Santa Clara Convention Center in Santa Clara, CA, is co-located with 17th Cloud Expo and will feature technical sessions from a rock star conference faculty and the leading industry players in the world. The widespread success of cloud computing is driving the DevOps revolution in enterprise IT. Now as never before, development teams must communicate and collaborate in a dynamic, 24/7/365 environment. There is no time to wait for long development...
DevOps is about increasing efficiency, but nothing is more inefficient than building the same application twice. However, this is a routine occurrence with enterprise applications that need both a rich desktop web interface and strong mobile support. With recent technological advances from Isomorphic Software and others, it is now feasible to create a rich desktop and tuned mobile experience with a single codebase, without compromising performance or usability.
Containers are revolutionizing the way we deploy and maintain our infrastructures, but monitoring and troubleshooting in a containerized environment can still be painful and impractical. Understanding even basic resource usage is difficult – let alone tracking network connections or malicious activity. In his session at DevOps Summit, Gianluca Borello, Sr. Software Engineer at Sysdig, will cover the current state of the art for container monitoring and visibility, including pros / cons and liv...
SYS-CON Media announced today that CloudBees, the Jenkins Enterprise company, has launched ad campaigns on SYS-CON's DevOps Journal. CloudBees' campaigns focus on the business value of Continuous Delivery and how it has been recognized as a game changer for IT and is now a top priority for organizations, and the best ways to optimize Jenkins to ensure your continuous integration environment is optimally configured.
SYS-CON Events announced today that ProfitBricks, the provider of painless cloud infrastructure, will exhibit at SYS-CON's 17th International Cloud Expo®, which will take place on November 3–5, 2015, at the Santa Clara Convention Center in Santa Clara, CA. ProfitBricks is the IaaS provider that offers a painless cloud experience for all IT users, with no learning curve. ProfitBricks boasts flexible cloud servers and networking, an integrated Data Center Designer tool for visual control over the...
The 4th International Internet of @ThingsExpo, co-located with the 17th International Cloud Expo - to be held November 3-5, 2015, at the Santa Clara Convention Center in Santa Clara, CA - announces that its Call for Papers is open. The Internet of Things (IoT) is the biggest idea since the creation of the Worldwide Web more than
"In the IoT space we are helping customers, mostly enterprises and industry verticals where time-to-value is critical, and we help them with the ability to do faster insights and actions using our platform so they can transform their business operations," explained Venkat Eswara, VP of Marketing at Vitria, in this SYS-CON.tv interview at @ThingsExpo, held June 9-11, 2015, at the Javits Center in New York City.
The most often asked question post-DevOps introduction is: “How do I get started?” There’s plenty of information on why DevOps is valid and important, but many managers still struggle with simple basics for how to initiate a DevOps program in their business. They struggle with issues related to current organizational inertia, the lack of experience on Continuous Integration/Delivery, understanding where DevOps will affect revenue and budget, etc. In their session at DevOps Summit, JP Morgenthal...
"We provide a web application framework for building really sophisticated web applications that run on a browser without any installation need so we get used for biotech, defense, and banking applications," noted Charles Kendrick, CTO and Chief Architect at Isomorphic Software, in this SYS-CON.tv interview at @DevOpsSummit (http://DevOpsSummit.SYS-CON.com), held June 9-11, 2015, at the Javits Center in New York