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Tallahassee, FL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-04-24 |
| GA | RA | APPROVED | 2024-04-26 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Atlanta | GA | 05/2019 | 01/2020 |
| J.P. Morgan Secruities Llc | Atlanta | GA | 05/2019 | 01/2020 |
| Suntrust Bank | Atlanta | GA | 11/2016 | 02/2019 |
| Publix | Atlanta | GA | 10/2017 | 03/2020 |
| Fifth Third Bank | Atlanta | GA | 10/2015 | 11/2016 |
| Papa John's | Atlanta | GA | 01/2017 | 02/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Alpharetta | GA | 01/2020 | 02/2022 |
| Bank Of America, N.A. | Alpharetta | GA | 01/2020 | 02/2022 |
| The Financially Brave, Llc | Tallahassee | FL | 02/2022 | Present |
NAME OF ENTITY: Intuit POSITION: Bookkeeper START DATE: 11/2022 DETAILS: Front office bookkeeper INVESTMENT RELATED: No HOURS DEDICATED (per month): 120-160 HOURS DURING TRADING HOURS: 120-160 NAME OF ENTITY: Service Pro Bookkeeping POSITION: Owner/Lead Bookkeeper START DATE: 02/2022 DETAILS: Business development and bookkeeping INVESTMENT RELATED: No HOURS DEDICATED (per month): 20-25 HOURS DURING TRADING HOURS: 20-25
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-09-26 |
| S65 | Uniform Investment Adviser Law Examination | 2023-09-26 |
| S66 | Uniform Combined State Law Examination | 2020-06-01 |
| S63 | Uniform Securities Agent State Law Examination | 2019-08-22 |
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