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Austin, TX • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-02-24 |
| NJ | RA | APPROVED | 2026-02-18 |
| CA | RA | APPROVED | 2026-01-15 |
| IL | RA | APPROVED | 2026-01-15 |
| MN | RA | APPROVED | 2026-01-15 |
| NY | RA | APPROVED | 2026-01-15 |
| PA | RA | APPROVED | 2026-01-15 |
| WA | RA | APPROVED | 2026-01-15 |
| TX | RA | APPROVED | 2025-06-07 |
| FL | RA | APPROVED | 2024-01-31 |
Branch Locations
Saint Petersburg, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America, Inc. | Saint Petersburg | FL | 10/2020 | 12/2021 |
| Bayroll Llc | Saint Petersburg | FL | 03/2020 | 06/2025 |
| Justice Business Advisors Inc Dba Tax And Accounting By The Bay | Saint Petersburg | FL | 01/2019 | 12/2022 |
| David Berry | Saint Petersburg | FL | 01/2018 | 12/2018 |
| Nia Gillett (Independent Contractor For Clutch Learning Inc) | Saint Petersburg | FL | 09/2016 | 01/2017 |
| Unemployed | Saint Petersburg | FL | 02/2017 | 12/2017 |
| Gen Y Planning | Austin | TX | 09/2023 | 02/2025 |
| Gen Y Planning | Austin | TX | 09/2022 | 08/2023 |
| Gen Y Planning | Austin | TX | 01/2026 | Present |
| Gen Y Planning | Austin | TX | 02/2025 | 12/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-09-09 |
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