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Phillip James Kleiber

First Pitch Planning And Tax LLC

Roswell, GA

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Current Employers
First Pitch Planning And Tax Llc

Roswell, GA • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2021-06-17
  • GA RA
    APPROVED
    Since 2021-06-17

Branch Locations

Roswell, GA • 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
First Pitch Planning And Tax Llc Roswell GA 11/2019 Present
The Coca-Cola Company Atlanta GA 04/1990 03/2017
Cfp Education And Exam/ Vita Vol/Taxpayer Advocate Panel Vol Roswell GA 04/2017 11/2019
  • 11/2019 → Present
    First Pitch Planning And Tax Llc
    Roswell, GA
  • 04/1990 → 03/2017
    The Coca-Cola Company
    Atlanta, GA
  • 04/2017 → 11/2019
    Cfp Education And Exam/ Vita Vol/Taxpayer Advocate Panel Vol
    Roswell, GA
Designations

View on SEC IAPD

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