John Taylor Mitchell

Current Employers

Cpa Synced Financial

Tampa, FL • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2024-08-30

FL RA
APPROVED

Since 2024-08-30

Branch Locations

Tampa, FL • 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
Bjm Financial, Inc.	Dunedin	FL	06/2022	03/2024
Davidson, Jamieson, & Assoc.	Dunedin	FL	08/2020	03/2024
Mitchell Cpa Financial & Tax Advisory	Tampa	FL	05/2019	Present
Addessi Financial Partners	Lutz	FL	10/2018	03/2020
Wells, Houser & Schatzel	St. Petersburg	FL	12/2013	10/2018
Cpa Synced Financial	Tampa	FL	02/2024	Present

06/2022 → 03/2024

Bjm Financial, Inc.

Dunedin, FL
08/2020 → 03/2024

Davidson, Jamieson, & Assoc.

Dunedin, FL
05/2019 → Present

Mitchell Cpa Financial & Tax Advisory

Tampa, FL
10/2018 → 03/2020

Addessi Financial Partners

Lutz, FL
12/2013 → 10/2018

Wells, Houser & Schatzel

St. Petersburg, FL
02/2024 → Present

Cpa Synced Financial

Tampa, FL

Previous Registrations

2022-12-13 → 2024-03-18

Bjm Financial Inc

Duluth, GA

Other Businesses

I am an owner and sole owner of a CPA firm Mitchell CPA Financial & Tax Advisory. I devote 30 hours to this position including 20 hours during trading hours. I am responsible for preparing and reviewing all types of tax returns, preparing payroll and bookkeeping.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2022-11-15

S65 Uniform Investment Adviser Law Examination

2022-11-15

View on SEC IAPD