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Marblehead, MA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2026-08-11 |
| IL | RA | APPROVED | 2026-06-02 |
| LA | RA | APPROVED | 2026-02-12 |
| FL | RA | APPROVED | 2026-01-27 |
| MA | RA | APPROVED | 2026-01-27 |
| UT | RA | APPROVED | 2026-01-14 |
| CA | RA | APPROVED | 2026-01-13 |
| NY | RA | APPROVED | 2026-01-13 |
| NC | RA | APPROVED | 2026-01-13 |
| TX | RA | APPROVED | 2026-01-13 |
| WA | RA | APPROVED | 2026-01-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kitces.cOm | Reston | VA | 10/2020 | 12/2025 |
| Mccs Camp Lejeune | Camp Lejeune | NC | 10/2017 | 10/2020 |
| Zeiders Enterprises | Camp Lejeune | NC | 01/2017 | 10/2017 |
| Base Directory | Valparaiso | IN | 01/2016 | 01/2017 |
| Childfree Wealth | Mount Juliet | TN | 09/2022 | 03/2023 |
| Ellevest | New York | NY | 05/2023 | 06/2025 |
| Childfree Wealth | Mount Juliet | TN | 07/2025 | 08/2025 |
| Theory Planning Partners | Marblehead | MA | 12/2025 | Present |
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