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Current Employers
Strategic Blueprint, Llc

2200 Century Parkway Suite 500, Atlanta, GA 30345 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2018-08-13
  • VA RA
    APPROVED
    Since 2018-08-13

Branch Locations

10300 Eaton Place Suite 470, Fairfax, VA 22030 • United States

The Strategic Financial Alliance, Inc.

2200 Century Parkway Suite 500, Atlanta, GA 30345 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2012-04-20
  • VA RA
    APPROVED
    Since 2012-04-20

Branch Locations

10300 Eaton Place Suite 470, Fairfax, VA 22030 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
The Strategic Financial Alliance, Inc. Atlanta GA 04/2012 Present
Previous Registrations
Other Businesses

1. KEEN & POCOCK - NOT INVESTMENT RELATED, 10300 EATON PLACE SUITE 470 FAIRFAX VA 22030, DBA FOR MARKETING FINANCIAL SERVICES AND FIXED INSURANCE PRODUCTS, PARTNER, 2012, 5 HOURS/MONTH, 5 DURING TRADING, INSURANCE BROKER - DBA FOR FINANCIAL SERVICES. 2. GREEN PEAR INTERIOR, LLC - NOT INVESTMENT RELATED, 12461 OLIVER CROMWELL DRIVE OAK HILL, VA 20171, HOME FURNISHINGS, PARTNER, 2003, <1 HOUR/MONTH, <1 HOUR/MONTH DURING TRADING, BUYER. 3. KEEN & POCOCK TAX SERVICE. NOT INVESTMENT RELATED. 10300 EATON PLACE, SUITE 470, FAIRFAX, VA. TAX SERVICES. REFERRAL PARTNER. 01/2019. 1 HOUR/MONTH, DURING TRADING HOURS. REFER CLIENTS TO TAX SERVICE IF APPROPRIATE. NO DAY TO DAY DUTIES WITHIN TAX SERVICE ITSELF. 4. Keen & Pocock Financial Academy, LLC Position: Partner Nature: Financial education seminars. Investment Related: No Hours: 3 Securities Trading Hours: 0 Start Date: 10/08/2024 Address: 12544 Lt. Nichols Road, Fairfax VA 22033, United States Description: As a workshop presenter and creator, I will educate workshop attendees on a variety of financial topics like: 1 - understanding Employer Benefits 2 - how to read a paystub 3 - understanding our tax system 4- basic investment terminology.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-03-13
S63 Uniform Securities Agent State Law Examination 1999-10-12
  • S66 Uniform Combined State Law Examination
    2008-03-13
  • S63 Uniform Securities Agent State Law Examination
    1999-10-12
Designations
Other Names
  • Lori Pocock

View on SEC IAPD

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