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5431 Chippewa St, St. Louis, MO 63109 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2024-10-31 |
Branch Locations
5431 Chippewa St, St. Louis, MO 63109 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| White Lighthouse Investment Management Inc | Lexington | MA | 09/2020 | 08/2022 |
| Taxfix, Gmbh | Berlin | 08/2019 | 08/2020 | |
| Intuit | Niskayuna | NY | 12/2017 | 01/2020 |
| Westleton Drake | Zurich | 02/2016 | 11/2016 | |
| United Way | Schenectady | NY | 12/2016 | 04/2017 |
| N/A | Niskayuna | NY | 04/2017 | 12/2017 |
| Connected Financial Planning, Llc | Uster | 09/2022 | 09/2024 | |
| Mindful Wealth, Llc Dba Connected Financial Planning | Uster | 09/2024 | Present |
Arielle Tucker writes, produces a podcast, creates video content for a website that encourages its readers to learn more about fundamental cross-border financial topics, with links to credible sources such as IRS.org. It does not provide investment, tax, legal or any personalized financial advice. This activity accounts for approximately 10% of their time. Arielle Tucker provides tax preparation & consulting work as an Enrolled Agent. This activity accounts for approximately 5% of time during trading hours. This can create a conflict of interest in that advisory clients may be solicited to purchase tax preparation services from Arielle Tucker in which she and/or Connected Financial Planning, LLC will receive additional compensation for such services (in addition to Mindful Wealth's financial planning and/or investment management fees). Clients are not obligated to utilize the tax preparation services of Arielle Tucker or Connected FP.
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