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Boca Raton, FL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-08-31 |
Branch Locations
1825 Nw Corporate Blvd., Suite 110, Boca Raton, FL 33431 • United States
Boca Raton, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Atwood Financial Planning | Washington | DC | 07/2019 | 01/2021 |
| Self | Boca Raton | FL | 09/1999 | Present |
| Savvy Ladies | New York | NY | 08/2023 | Present |
Amplify My Wealth LLC (recently amended from My Financial Truth LLC) Manager 2725 NW 29th Drive Boca Raton, FL 33434 Alissa Krasner Maizes is the Founder and Manager This business is not investment related. The primary activity involves volunteering as a Impact and fundrasing Strategist for nonprofits to assist with fundraising and also to organize educational events to simplify finances by providing financial lieracy programs that are exclusive of anything investment advice related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-01-28 |
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