Mari Lynn Fries

Current Employers

Prosperitea Planning

308 Main Street Suite 3A, Greenfield, MA 01301 • United States

Current Registrations

Authority	Category	Status	Date
MA	RA	APPROVED	2025-12-03
CA	RA	APPROVED	2025-11-14

MA RA
APPROVED

Since 2025-12-03
CA RA
APPROVED

Since 2025-11-14

Branch Locations

San Diego, CA • United States

308 Main Street Suite 3A, Greenfield, MA 01301 • 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
Hr Block	San Diego	CA	01/2009	04/2023
Zeiders Enterprises	Woodbridge	VA	10/2020	04/2022
National Association Of Tax Professionals	Appleton	WI	08/2023	12/2024
Prosperitea Planning	Greenfield	MA	10/2025	Present
Lead Turn Consulting	San Diego	CA	01/2023	Present

01/2009 → 04/2023

Hr Block

San Diego, CA
10/2020 → 04/2022

Zeiders Enterprises

Woodbridge, VA
08/2023 → 12/2024

National Association Of Tax Professionals

Appleton, WI
10/2025 → Present

Prosperitea Planning

Greenfield, MA
01/2023 → Present

Lead Turn Consulting

San Diego, CA

Other Businesses

Lead Turn Consulting; Owner; Start Date: 1/1/2023; Tax Preparer/Advisor-Enrolled Agent; Address: 2305 Historic Decatur Rd Ste 100, San Diego, CA 92106; 80 hours per month during securities trading hours

Designations