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Pensacola, FL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-09-06 |
| AL | RA | APPROVED | 2022-07-08 |
| VA | RA | APPROVED | 2020-11-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Concord Wealth Partners | Rockville | MD | 11/2017 | 08/2020 |
| Financial Strategies Group | Rockville | MD | 12/2007 | 11/2017 |
| Financial Journey Llc | Pensacola | FL | 10/2020 | Present |
Seasonal Tax Preparation with Intuit Inc. 2700 Coast Ave. Mountain View, CA 94043. The business is not investment related. Approximately 30 hrs per week for 3 months, with approximately 6 hrs per week during trading hours. Remote position is Tax Lead, providing support for tax preparation and software. Founder of Financial Journey Courses LLC--educational content, not advice related. Approximately 1 hour per week during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-10-05 |
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