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1175 Peachtree St Ne Suite 1825, Atlanta, GA 30361 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
| TX | RA | APPROVED_RES | 2016-12-19 |
| GA | RA | APPROVED | 2015-06-01 |
Branch Locations
1175 Peachtree St Ne Suite 1825, Atlanta, GA 30361 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Novapoint Capital Llc | Atlanta | GA | 01/2015 | Present |
BUSINESS NAME: MY PROFESSIONAL CFO, LLC, LOCATION: 1401 PEACHTREE STREET NE, SUITE 500, ATLANTA, GA 30309 ESTABLISHED: OCTOBER 8, 2010. POSITION/TITLE: OWNER/PRESIDENT THE BUSINESS IS NON-INVESTMENT RELATED. THE NATURE OF THE BUSINESS IS A DOCUMENT FILING AND BOOKKEEPING SERVICE; ASSISTING INDEPENDENT CONTRACTOR PHYSICIANS WITH THE FILING OF CORPORATION PAPERS, ANNUAL REPORTS AND BOARD MEETING MINUTES. THE BUSINESS CAN PROVIDE SIMPLE MONTHLY BOOKKEEPING AND PAYROLL SERVICES; AND, INFORMATION TO PHYSICIANS ABOUT THE TYPES OF TAX-ADVANTAGED VEHICLES AVAILABLE TO THEM. ON A MONTHLY BASIS, APPROXIMATELY EIGHT(8) HOURS ARE DEVOTED TO THIS BUSINESS. TIME IS OCCASIONALLY SPENT DURING BUSINESS HOURS, WHEN A CLIENT CALL REQUIRES A IMMEDIATE RESPONSE. AT PRESENT, ALL DUTIES ON BEHALF OF THE BUSINESS ARE PERFORMED BY THE OWNER/PRESIDENT.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-09-28 |
| S63 | Uniform Securities Agent State Law Examination | 1992-01-06 |
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