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220 Montgomery Street #1098, San Francisco, CA 94104-3475 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MS | RA | APPROVED | 2024-11-26 |
| OH | RA | APPROVED_RES | 2022-04-25 |
| NC | RA | APPROVED | 2022-04-21 |
| VA | RA | APPROVED | 2022-04-21 |
Branch Locations
220 Montgomery Street #1098, San Francisco, CA 94104-3475 • United States
4266 I-55 North Suite 108, Jackson, MS 39211 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Branning Wealth Management | Ridgland | MS | 08/2014 | 04/2024 |
| Asset Dedication | Jackson | MS | 04/2024 | Present |
?Pro Bookkeeping Solutions, LLC ?It is not investment related ?510 Meadowmont Village Cir. #185 Chapel Hill, NC 27517 ?Bookkeeping ?Bookkeeper ?Owner/Founder/Managing Member ?September 1, 2023 ?50 hours per month ?10 hours during Sec trading hours ?My duties are to find small business owners who are looking for help in managing their books. I assist them in categorizing, reconciling, and understanding their P&L and BS statements.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-03-30 |
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