Progressive Financial Planners, LLC aka Progressive Wealth Management, Inc.
License or Case Number
Date of Initial Action
05/31/2013
Date of Most Recent Action
02/23/2021
Defendant/Respondent
Progressive Wealth Management; Czapka, Raymond Alexander; Progressive Financial Planners, LLC
Documents
- 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 Regulated Entity
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