Course Name : Financial Planning W/ Charitable Remainder Trusts |
DOI ID | Name | Completion Date |
Compliance Date |
641256
|
Foutch, Curtis David
|
11/30/2020 |
11/30/2020
|
1104662
|
Hamilton, Joseph Anthony
|
11/22/2020 |
06/30/2022
|
799726
|
Doster, James Edward
|
09/28/2020 |
10/31/2020
|
741711
|
Mullikin, Meghan Elizabeth
|
01/31/2020 |
01/31/2020
|
1002218
|
Casey, John Eric
|
01/30/2020 |
02/29/2020
|
392167
|
Potter, Reed Dennis
|
10/02/2019 |
12/31/2019
|
304925
|
Britt, Lisa
|
09/02/2019 |
10/31/2019
|
313280
|
Settle, Raymond Mitchell
|
07/30/2019 |
07/31/2019
|
801629
|
Porod, Christian Wayne
|
07/26/2019 |
07/31/2019
|
997700
|
Wolff, Lucy Mcmahon
|
04/01/2019 |
11/30/2019
|
633525
|
Randall, Trenton Dane
|
02/26/2019 |
02/28/2019
|
304977
|
Arant, Ronald Keith
|
10/29/2018 |
04/30/2019
|
318455
|
Sullivan, Hal Norman
|
10/04/2018 |
07/31/2020
|
626354
|
Day, Matthew Adam
|
04/27/2018 |
04/30/2018
|
393858
|
Cheatham, George Carlisle
|
04/23/2018 |
04/30/2018
|
544093
|
Dennis, Dusty Kay
|
01/18/2018 |
02/28/2018
|
647418
|
Fritts, Matthew Thomas
|
12/10/2017 |
12/31/2017
|
318771
|
Zachman, Angela B
|
12/08/2017 |
12/31/2017
|
338288
|
Crawford, Robert Thomas
|
11/08/2017 |
01/31/2018
|
391742
|
Sweet, Larry James
|
11/01/2017 |
04/30/2018
|
311481
|
Watson, James Hibbert
|
10/29/2017 |
12/31/2017
|
340036
|
Foster, Christopher C
|
09/14/2017 |
10/31/2017
|
308348
|
Evans, Lisa R
|
08/29/2017 |
08/31/2017
|
391656
|
Fuller, William S
|
07/28/2017 |
07/31/2017
|
374859
|
Jennings, Michael Lynn
|
07/11/2017 |
08/31/2017
|
599164
|
Basham, Kimberly Michelle
|
06/21/2017 |
03/31/2018
|
370332
|
Barlow, Barry O
|
05/25/2017 |
06/30/2017
|
897749
|
Swindall, Michael
|
05/16/2017 |
07/31/2017
|
802885
|
Imperial, Patricia Willis
|
03/11/2017 |
03/31/2017
|
307521
|
Potter, Susan E
|
02/25/2017 |
02/28/2017
|
541155
|
Henderson, Mark A
|
02/17/2017 |
04/30/2017
|
799534
|
Saag, Robert Edward
|
12/29/2016 |
12/31/2016
|
353437
|
Chatfield, Catherine Lear
|
09/24/2016 |
09/30/2016
|
856400
|
Keighley, Adam Alexander
|
09/23/2016 |
11/30/2016
|
344062
|
Smith, Craig Alan
|
08/16/2016 |
08/31/2016
|
706184
|
Watson, Ralph Sherman
|
05/13/2016 |
06/30/2016
|
641452
|
Gates, Jeremy Christopher
|
05/10/2016 |
05/31/2016
|
672166
|
Goodman, Timothy Ferral
|
05/09/2016 |
05/31/2016
|
675041
|
Lucas, Jessica
|
05/02/2016 |
05/31/2016
|
352843
|
Kregor, Mark F
|
04/28/2016 |
04/30/2016
|
584722
|
Adkins, Lawrence Kevin
|
01/30/2016 |
02/29/2016
|
304476
|
Miller, Bruce
|
11/19/2015 |
12/31/2015
|
327647
|
Morrison, James Scott
|
10/26/2015 |
12/31/2015
|
332101
|
King, Joseph Lawton
|
09/02/2015 |
04/30/2017
|
845417
|
Lawrence, Traci Lee
|
08/28/2015 |
08/31/2015
|
839934
|
Sutton , Margaret
|
08/06/2015 |
09/30/2015
|
347058
|
Haehl, Brian Daniel
|
07/29/2015 |
07/31/2015
|
546404
|
Stuber, Jason Andrew
|
05/25/2015 |
05/31/2015
|
802885
|
Imperial, Patricia Willis
|
03/01/2015 |
03/31/2015
|
755152
|
Simpson, Wesley
|
02/18/2015 |
03/31/2015
|
596329
|
Adams, Susan Lyle
|
01/06/2015 |
01/31/2015
|
545013
|
Walker, Bradley James
|
11/18/2014 |
11/30/2014
|
635243
|
Tretter, Jessica Lee
|
09/25/2014 |
11/30/2014
|
789159
|
Pyles, Jaime M
|
09/22/2014 |
05/31/2015
|
378397
|
Dorroh, Paul Allen
|
05/21/2014 |
05/31/2014
|
780273
|
Lee, Laurel
|
05/07/2014 |
08/31/2014
|
321863
|
Mccauley, Paul D
|
04/28/2014 |
05/31/2014
|
385942
|
Willett, Lambert A
|
03/22/2014 |
04/30/2014
|
325019
|
Vincent, Steven Mark
|
10/30/2013 |
12/31/2013
|
393805
|
White, David
|
10/28/2013 |
12/31/2013
|
735930
|
Morgan, Brooks Marshal
|
09/24/2013 |
10/31/2013
|
578677
|
Theis, Scott David
|
09/24/2013 |
11/30/2013
|
776603
|
Fuller, Grant Prescott
|
07/29/2013 |
07/31/2013
|
504686
|
Boor Madden, Leslie J
|
07/03/2013 |
07/31/2013
|
594732
|
Mattingly, Linda Sue
|
06/18/2013 |
07/31/2013
|
676996
|
Wynne, Patricia Rae
|
06/05/2013 |
06/30/2013
|
633525
|
Randall, Trenton Dane
|
02/28/2013 |
02/28/2013
|
613374
|
Lorenzen, Michael Craig
|
02/22/2013 |
11/30/2013
|
346799
|
Kremer, Robert David
|
01/29/2013 |
03/31/2013
|
583056
|
Stump, Robert
|
01/29/2013 |
01/31/2013
|
660588
|
Copley, Virginia Ann
|
12/11/2012 |
10/31/2013
|
339569
|
Bulleit, Betsy Brooks
|
11/30/2012 |
11/30/2012
|
310807
|
Chavis, Tollie H
|
10/01/2012 |
11/30/2012
|
731730
|
Mullins, Jonathan Edward
|
08/06/2012 |
08/31/2012
|
327877
|
Naber, Mark Christopher
|
07/31/2012 |
08/31/2012
|
392820
|
Herrington, Kenneth Frank
|
07/20/2012 |
08/31/2012
|
657498
|
Mattingly, Amy Marie
|
04/27/2012 |
04/30/2012
|
387415
|
Rogers, Nathan Eric
|
04/26/2012 |
07/31/2012
|
575517
|
Hargis, Christopher Todd
|
04/25/2012 |
04/30/2012
|
584722
|
Adkins, Lawrence Kevin
|
02/22/2012 |
02/29/2012
|
664684
|
Baker, Phillip
|
11/10/2011 |
06/30/2013
|
558380
|
Haboush, Jason Anthony
|
09/19/2011 |
09/30/2011
|
500788
|
Green-Delvizis, Teresa Scott
|
06/27/2011 |
09/30/2011
|
362229
|
Brauley, Jeffrey William
|
05/26/2011 |
07/31/2011
|
525936
|
Seabaugh, Chad Allen
|
04/14/2011 |
06/30/2011
|
505349
|
Webb, Stuart
|
11/12/2010 |
11/30/2010
|
626772
|
Baute, Justin William
|
11/10/2010 |
02/28/2011
|
305425
|
Garrett, Christina Louise
|
10/13/2010 |
01/31/2011
|
393858
|
Cheatham, George Carlisle
|
11/26/2006 |
06/30/2008
|
608891
|
Binegar, Garry Neil
|
04/10/2006 |
06/30/2006
|