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Abiquiu, NM • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NM | RA | APPROVED | 2024-04-18 |
| FL | RA | APPROVED | 2023-06-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 12/2017 | 06/2023 |
| Bealls, Inc. | Bradenton | FL | 05/2013 | 11/2017 |
| Tiny House Designs, Llc | Bradenton | FL | 08/2016 | 02/2019 |
| Less House More Resilience Podcast | Myakka City | FL | 06/2023 | Present |
| The Tiny House Adviser Llc | Myakka City | FL | 06/2023 | Present |
Less House More Resilience Podcast (Marketing Strategy), Podcast topics include: health insurance for self-employed or digital nomad, selling your primary residence when going tiny, cash flow planning for a tiny transition, financing for tiny homes, long term planning without home equity to fall back on, and other miscellaneous non-financial topics. Sponsorship providing revenue to cover marketing expenses. Estimated revenue $30,000 year. Estimated time spent 4 Hours per week. Alt American Dream LLC Financial Wellness / Literacy platform Non-advisory education and resources on financial basics: basic financial calculations: net worth, cash flow, debt to income ratio, debt elimination guidance, budgeting techniques, savings strategies, behavioral coaching ? Tiny House Parking (rental income) ? Estimated time spent 4 hours per week ? $0 current revenue.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-02-10 |
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