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Patricia Ann Stallworth

Mainstreet Financial Planning, Inc.

Irvine, CA

Los Gatos, CA

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Current Employers
Mainstreet Financial Planning, Inc.

236 N Santa Cruz Ave Ste. 237, Los Gatos, CA 95030 • United States

Current Registrations

AuthorityCategoryStatusDate
DC RA APPROVED 2026-04-27
CA RA APPROVED 2026-04-24
MD RA APPROVED 2026-04-24
NY RA APPROVED 2026-04-24
VA RA APPROVED 2026-04-24
  • DC RA
    APPROVED
    Since 2026-04-27
  • CA RA
    APPROVED
    Since 2026-04-24
  • MD RA
    APPROVED
    Since 2026-04-24
  • NY RA
    APPROVED
    Since 2026-04-24
  • VA RA
    APPROVED
    Since 2026-04-24

Branch Locations

Irvine, CA • United States

236 N Santa Cruz Ave Ste. 237, Los Gatos, CA 95030 • 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
OrganizationCityStateFromTo
Ps Worth Johns Creek GA 01/2004 11/2019
Eworth Advisors, Llc Cumming GA 11/2019 05/2021
Ps Worth Cumming GA 01/2006 02/2020
Eworth Advisors Roswell GA 02/2020 05/2021
Facet Wealth Baltimore MD 05/2021 01/2023
Ps Worth Irvine CA 01/2023 03/2026
Ellevest New York NY 08/2023 04/2025
Mainstreet Financial Planning, Inc. Los Gatos CA 04/2026 Present
  • 01/2004 → 11/2019
    Ps Worth
    Johns Creek, GA
  • 11/2019 → 05/2021
    Eworth Advisors, Llc
    Cumming, GA
  • 01/2006 → 02/2020
    Ps Worth
    Cumming, GA
  • 02/2020 → 05/2021
    Eworth Advisors
    Roswell, GA
  • 05/2021 → 01/2023
    Facet Wealth
    Baltimore, MD
  • 01/2023 → 03/2026
    Ps Worth
    Irvine, CA
  • 08/2023 → 04/2025
    Ellevest
    New York, NY
  • 04/2026 → Present
    Mainstreet Financial Planning, Inc.
    Los Gatos, CA
Previous Registrations
  • 2023-02-09 → 2026-03-23
    Ps Worth, Llc
    Irvine, CA
  • 2023-08-28 → 2025-04-07
    Ellevest
    Irvine, CA
    New York, NY
  • 2021-06-01 → 2023-01-03
    Facet
    Irvine, CA
    West Palm Beach, FL
  • 2020-02-18 → 2021-05-18
    Eworth Advisors
    Roswell, GA
  • 2004-07-27 → 2012-06-12
    Ps Worth, Llc
    Duluth, GA
Other Businesses

Patricia Ann Stallworth is currently employed as the Owner of Everyday Money. In this role, Patricia provides bookkeeping and budgeting services.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1994-07-12
S63 Uniform Securities Agent State Law Examination 1994-04-11
  • S65 Uniform Investment Adviser Law Examination
    1994-07-12
  • S63 Uniform Securities Agent State Law Examination
    1994-04-11
Designations
Other Names
  • Patricia Ann Powe
  • Patricia Stallworth

View on SEC IAPD

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