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Austin, TX • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-10-06 |
| FL | RA | APPROVED | 2025-10-06 |
| MN | RA | APPROVED | 2025-10-06 |
| NJ | RA | APPROVED | 2025-10-06 |
| PA | RA | APPROVED | 2022-09-06 |
| MA | RA | APPROVED | 2022-08-05 |
| NY | RA | APPROVED | 2021-07-12 |
| IL | RA | APPROVED | 2021-05-20 |
| WA | RA | APPROVED | 2021-04-14 |
| TX | RA | APPROVED | 2014-04-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gen Y Planning Llc | Austin | TX | 04/2013 | 12/2025 |
| Ellevest, Inc. | Ny | NY | 09/2017 | 04/2018 |
| Sophia Bera Llc | Austin | TX | 04/2016 | Present |
| Gen Y Planning | Austin | TX | 01/2026 | Present |
1. 2013-PRESENT: FREELANCE AUTHOR, EDITOR AND SPEAKER/CRYSTAL, MN/NOT INVESTMENT RELATED/FIVE PERCENT OF LESS TIME EACH MONTH/MAY OCCUR DURING TRADITIONAL MARKET HOURS. 2. 04/2016 - Present, Sophia Bera LLC, Austin, TX; Speaking engagements and seminars on general financial planning topics; Owner; 2 hours/week, none during trading hours; Not investment related; Prepare and deliver talks and seminars related to general financial planning topics.
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