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Kennesaw, GA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-11-08 |
| VA | RA | APPROVED | 2024-08-22 |
| AZ | RA | APPROVED | 2024-01-17 |
| CA | RA | APPROVED | 2023-09-25 |
| NC | RA | APPROVED | 2010-04-06 |
| GA | RA | APPROVED | 2007-05-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Paraklete Financial, Inc. | Kennesaw | GA | 03/2007 | Present |
(1.) NAME OF OBA: FINANCIAL PLANNING ADVOCATE, LLC; ADDRESS OF OBA: KENNESAW, GA 30152; NATURE: EDUCATIONAL SERVICES AND CONSULTING FIRM; INVESTMENT RELATED: NO; TITLE WITH OBA: PRESIDENT; DUTIES: WRITE TEXTBOOKS, SPEAK PUBLICLY, AND PROVIDE CONTINUING EDUCATION TO ACCOUNTANTS, ATTORNEYS, AND FINANCIAL ADVISERS; START DATE: 01/07/2009; APPROX. NUMBER OF HOURS/MONTH: 40; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 20; (2.) NAME OF OBA: GEORGIA SOCIETY OF CPA'S; ADDRESS OF OBA: ALPHARETTA, GA 30004; NATURE: PROFESSIONAL ORGANIZATION FOR CPAS; INVESTMENT RELATED: NO; TITLE WITH OBA: BOARD MEMBER; DUTIES: BOARD MEMBER; START DATE: 01/01/2025; APPROX. NUMBER OF HOURS/MONTH: 4; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 4; (3.) NAME OF OBA: CITYGATE STUDIOS, LLC; ADDRESS OF OBA: PEACHTREE CORNERS, GA 30071; NATURE: PRODUCTION AND POST-PRODUCTION FACILITY; INVESTMENT RELATED: NO; TITLE WITH OBA: INTERIM CHIEF FINANCIAL OFFICER; DUTIES: COORDINATING LEGAL, ACCOUNTING AND TAX; START DATE: 04/01/2026; APPROX. NUMBER OF HOURS/MONTH: 20; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 20
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-10-09 |
| S63 | Uniform Securities Agent State Law Examination | 1995-06-13 |
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