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404 People Place Suite 404, Charlottesville, VA 22911 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2026-01-13 |
Branch Locations
404 People Place Suite 404, Charlottesville, VA 22911 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Buff Your Finances | Thousand Oaks | CA | 04/2019 | 01/2025 |
| The Daily Reveille, Lsu | Baton Rouge | LA | 01/2015 | 12/2017 |
| Merrill Lynch | Baton Rouge | LA | 06/2017 | 08/2017 |
| Louisiana State University | Baton Rouge | LA | 08/2012 | 12/2017 |
| Sturman Wealth Advisors, Llc | Baton Rouge | LA | 05/2025 | Present |
| Freelance Paraplanner | Baton Rouge | LA | 01/2018 | 05/2019 |
| Unemploeyed | N/A | XX | 02/2025 | 04/2025 |
1) CreatorBooks; Not investment-related; Baton Rouge, LA. 70810; Bookkeeping for online content creators; Owner; 4/1/2025; 6 hours per month; 0 during trading hours; Account transaction categorization and reconciliation, reporting of financial statements, and coordination with client's tax preparer
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-07-11 |
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