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Kennesaw, GA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AK | RA | APPROVED | 2024-12-09 |
| LA | RA | APPROVED | 2024-10-15 |
| CO | RA | APPROVED | 2024-09-12 |
| TN | RA | APPROVED | 2024-09-12 |
| VA | RA | APPROVED | 2024-08-22 |
| AR | RA | APPROVED | 2024-07-08 |
| AZ | RA | APPROVED | 2024-01-17 |
| CA | RA | APPROVED | 2023-09-25 |
| FL | RA | APPROVED | 2022-03-10 |
| TX | RA | APPROVED_RES | 2018-01-31 |
| NC | RA | APPROVED | 2010-04-06 |
| GA | RA | APPROVED | 2007-02-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Paraklete Financial, Inc. | Kennesaw | GA | 11/2006 | Present |
NAME OF OBA: FINANCIAL PLANNING ADVOCATE, LLC; ADDRESS OF OBA: KENNESAW, GA 30152; NATURE: EDUCATIONAL SERVICES AND CONSULTING FIRM; INVESTMENT RELATED: NO; TITLE WITH OBA: VICE PRESIDENT; DUTIES: WRITE TEXTBOOKS, SPEAK PUBLICLY, AND PROVIDE CONTINUING EDUCATION TO ACCOUNTANTS, ATTORNEYS, AND FINANCIAL ADVISERS; START DATE: 01/07/2009; APPROX. NUMBER OF HOURS/MONTH: 40; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 20
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-06-24 |
| S63 | Uniform Securities Agent State Law Examination | 1991-05-10 |
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