The CFP Board, which polices certified financial planners, announced that it has admonished, suspended or revoked the licenses of 13 financial advisors that use its designation.
The blacklist includes five advisors in California, David Larkin George in Carlsbad, Melissa Pearce in Laguana Nuguel , Max Safdie in Mill Valley, Jeffery Forrest in San Luis Obispo and Raoul Sevelius in Chico; Mario Ferrari of Boca Raton and Marcus Michles of Winter Park in Florida; John Stelman in Lake Orion, Mich.; Cynthia Murphy in Montclair, N.J.; Julia Jarvis in Upper Arlington, Ohio; Oren Sullivan in Rock Hill, S.C.; David Disraeli in Cedar Park, Texas; and Jeffrey Elverman in Genoa City, Wisc.
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