Hannah Beth Szarszewski

Current Employers

Blue Mountain Financial Planning

Melissa, TX • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2021-08-05

TX RA
APPROVED

Since 2021-08-05

Branch Locations

Melissa, TX • 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
Keener Financial Planning	Keller	TX	04/2018	06/2019
Sabbatical	Allen	TX	03/2017	03/2018
Sfmg Wealth Advisors	Plano	TX	04/2016	02/2017
Keener Financial Planning	Keller	TX	06/2019	05/2021
Blue Mountain Financial Planning, Llc	Melissa	TX	06/2021	Present
Blue Mountain Money Education, Llc	Melissa	TX	07/2022	Present

04/2018 → 06/2019

Keener Financial Planning

Keller, TX
03/2017 → 03/2018

Sabbatical

Allen, TX
04/2016 → 02/2017

Sfmg Wealth Advisors

Plano, TX
06/2019 → 05/2021

Keener Financial Planning

Keller, TX
06/2021 → Present

Blue Mountain Financial Planning, Llc

Melissa, TX
07/2022 → Present

Blue Mountain Money Education, Llc

Melissa, TX

Previous Registrations

2019-01-03 → 2021-05-21

Keener Financial Planning

Keller, TX

Keller, TX

Other Businesses

Hannah Szarszewski is the owner of Blue Mountain Money Education, LLC under which she provides financial literacy and educational content. This activity accounts for less than 5% of her time during trading hours.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2018-12-07

S65 Uniform Investment Adviser Law Examination

2018-12-07

Designations

View on SEC IAPD