PPrivate Fund Data Log in Join · $37/mo

Courtenay Virginia Shipley

President And Chief Compliance OfficerRetirement Planology, Inc.CRD 4433389

About Courtenay Virginia Shipley

Courtenay Virginia Shipley is listed as President And Chief Compliance Officer at Retirement Planology, Inc. in Alexandria, VA. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of Retirement Planology, Inc.
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Courtenay Virginia Shipley work?

Courtenay Virginia Shipley is listed as President And Chief Compliance Officer at Retirement Planology, Inc. on SEC Form ADV.

How much of Retirement Planology, Inc. does Courtenay Virginia Shipley own?

Form ADV reports a beneficial ownership band of Over 75%.

Retirement Planology, Inc.

TitlePresident And Chief Compliance Officer
OwnershipOver 75%
Control personYes
Since2014