Tara Monique Capp

Current Employers

Fresh Forward

Phoenix, AZ • United States

Current Registrations

Authority	Category	Status	Date
AZ	RA	APPROVED	2025-06-19

AZ RA
APPROVED

Since 2025-06-19

Branch Locations

Phoenix, AZ • 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

Organization	City	State	From	To
Fresh Forward Financial Planning, Llc	Phoenix	AZ	12/2024	Present
Jackson Hewitt Tax Services	Phoenix	AZ	12/2023	Present
Zions Bancorporation	Phoenix	AZ	06/2022	09/2023
Zions Bancorporation	Phoenix	AZ	03/2017	05/2022
National Bank Or Arizona	Phoenix	AZ	01/2014	02/2017

12/2024 → Present

Fresh Forward Financial Planning, Llc

Phoenix, AZ
12/2023 → Present

Jackson Hewitt Tax Services

Phoenix, AZ
06/2022 → 09/2023

Zions Bancorporation

Phoenix, AZ
03/2017 → 05/2022

Zions Bancorporation

Phoenix, AZ
01/2014 → 02/2017

National Bank Or Arizona

Phoenix, AZ

Other Businesses

Jackson Hewitt Tax Services; Non-investment related; Tax Preparer; 12/2023; 40 hours per month; 40 hours per month during trading hour; Review and file taxes for individuals and businesses.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2025-04-01

S65 Uniform Investment Adviser Law Examination

2025-04-01

Other Names

Tara Monique Richards

View on SEC IAPD