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Lia Regina Bertelson

Together Planning

Gainesville, FL

Roswell, GA

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Current Employers
Together Planning

2631 Nw 41St Street Suite E2, Gainesville, FL 32606 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2017-05-04
AL RA APPROVED 2016-09-16
FL RA APPROVED 2016-08-10
GA RA APPROVED 2016-08-02
  • NC RA
    APPROVED
    Since 2017-05-04
  • AL RA
    APPROVED
    Since 2016-09-16
  • FL RA
    APPROVED
    Since 2016-08-10
  • GA RA
    APPROVED
    Since 2016-08-02

Branch Locations

2631 Nw 41St Street Suite E2, Gainesville, FL 32606 • United States

599 West Crossville Road Suite 112, Roswell, GA 30075 • 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
OrganizationCityStateFromTo
Together And/Or Together Planning Roswell GA 05/2016 Present
Together And/Or Together Planning Roswell GA 02/2015 Present
St. David's Episcopal Preschool Roswell GA 09/2013 05/2017
Together And/Or Together Planning Roswell GA 02/2021 Present
  • 05/2016 → Present
    Together And/Or Together Planning
    Roswell, GA
  • 02/2015 → Present
    Together And/Or Together Planning
    Roswell, GA
  • 09/2013 → 05/2017
    St. David's Episcopal Preschool
    Roswell, GA
  • 02/2021 → Present
    Together And/Or Together Planning
    Roswell, GA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-07-27
  • S65 Uniform Investment Adviser Law Examination
    2016-07-27
Designations
Other Names
  • Lia Mallini Bertelson

View on SEC IAPD

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