Progressive Wealth Management
License or Case Number: CRD # 162121
Date of Initial Action: 05/31/13
Defendants/Respondents: Progressive Wealth Management; Czapka, Raymond Alexander; Progressive Financial Planners, LLC
- 05/31/13 – Desist & Refrain Order (PDF)
- 01/21/21 – Order Summarily Revoking Certificate (PDF)
- 02/23/21 – Order Setting Aside Order Summarily Revoking Certificate (PDF)
About the Licensee status
To check the status of this licensee, visit the Investment Adviser Public Disclosure website by entering the licensee name or CRD number.
If you have further questions or need more assistance, please call our Customer Service Office at: 1-866-275-2677.
Key Consumer Links