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4526 Research Forest Dr. Suite 240, The Woodlands, TX 77381 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2024-03-25 |
| TX | RA | APPROVED | 2021-11-05 |
Branch Locations
4526 Research Forest Dr. Suite 240, The Woodlands, TX 77381 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | 10/2019 |
| The Planning Project, Llc Dba The Sum | The Woodlands | TX | 10/2020 | Present |
| Unemployed | Tomball | TX | 10/2019 | 10/2020 |
| Fidelity Investments, Llc | The Woodlands | TX | 04/2014 | 07/2018 |
| The Sum Prep, Llc | The Woodlands | TX | 01/2023 | Present |
the name of the other business: The Sum Prep, LLC Whether the business is investment-related: No the address of the other business: 4526 Research Forest Dr, Ste 240, The Woodlands, TX 77381 the nature of the other business: Tax Preparation your position: Manager/Tax Preparer title, or relationship with the other business: Manager the start date of your relationship: 1/1/2023 the approximate number of hours/month you devote to the other business: Approximately 5, but it will only take place from February through April. the number of hours you devote to the other business during securities trading hours: This will take about 60 hours per year and will be done from February through March. On average, this is less than 5 per month. briefly describe your duties relating to the other business: Prepare tax returns for select customers of The Sum.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-04-18 |
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