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Inactive

Melanie Jean Taylor

Brooklyn Fi, LLC

Lewis Center, OH

Brooklyn, NY

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Current Employers
Brooklyn Fi, Llc

33 Nassau Ave, Brooklyn, NY 11222 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2025-06-17
NY RA APPROVED 2023-10-10
  • OH RA
    APPROVED
    Since 2025-06-17
  • NY RA
    APPROVED
    Since 2023-10-10

Branch Locations

Lewis Center, OH • United States

33 Nassau Ave, Brooklyn, NY 11222 • 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
Brooklyn Fi, Llc Brooklyn NY 09/2023 Present
Elwood & Goetz Wealth Advisory Group Llc Athens GA 05/2021 09/2023
Elwood & Goetz Wealth Advisory Group Llc Athens GA 01/2020 05/2021
Athens Ymca Athens GA 08/2018 05/2019
University Of Georgia Athens GA 08/2018 05/2021
Columbus High School Columbus GA 08/2014 05/2018
  • 09/2023 → Present
    Brooklyn Fi, Llc
    Brooklyn, NY
  • 05/2021 → 09/2023
    Elwood & Goetz Wealth Advisory Group Llc
    Athens, GA
  • 01/2020 → 05/2021
    Elwood & Goetz Wealth Advisory Group Llc
    Athens, GA
  • 08/2018 → 05/2019
    Athens Ymca
    Athens, GA
  • 08/2018 → 05/2021
    University Of Georgia
    Athens, GA
  • 08/2014 → 05/2018
    Columbus High School
    Columbus, GA
Other Names
  • Melanie Jean Robertson

View on SEC IAPD

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