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Matthew Dowd Hale

Managing Member, Chief Compliance OfficerMake the Memory Financial Planning, LLCCRD 5790390

About Matthew Dowd Hale

Matthew Dowd Hale is listed as Managing Member, Chief Compliance Officer at Make the Memory Financial Planning, LLC. Form ADV reports a beneficial ownership band of 50-75%.

Reported ownership

Owns 50-75% of Make the Memory Financial Planning, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Matthew Dowd Hale work?

Matthew Dowd Hale is listed as Managing Member, Chief Compliance Officer at Make the Memory Financial Planning, LLC on SEC Form ADV.

How much of Make the Memory Financial Planning, LLC does Matthew Dowd Hale own?

Form ADV reports a beneficial ownership band of 50-75%.

Make the Memory Financial Planning, LLC

TitleManaging Member, Chief Compliance Officer
Ownership50-75%
Control personYes
Since2024
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