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533 Johnson Ferry Road Bldg. C Suite 100, Marietta, GA 30068 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-06-01 |
Branch Locations
533 Johnson Ferry Road Bldg. C Suite 100, Marietta, GA 30068 • United States
Boca Raton, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Proactive Wealth Strategies | Marietta | GA | 07/2024 | Present |
| Lpl Financial Llc | Marietta | GA | 01/2026 | Present |
| School Board Of Broward County | Ft Lauderdale | FL | 11/2012 | 05/2023 |
| Supervisor Of Elections | Ft. Lauderdale | FL | 06/2024 | 11/2024 |
| Florida Atlantic University | Boca Raton | FL | 10/2024 | 01/2025 |
| Unemployed | Hollywood | FL | 05/2023 | 06/2024 |
1. 01/2026 - Proactive Wealth Strategies - DBA for LPL Business (entity for LPL business) - Investment related - At Reported Business Location(s) - 160 Hrs/Mth - 160 Hrs During Trading - OBA start date: 1/21/2026 2. 01/27/2026 - Proactive Wealth Strategies, LLC - Registered Investment Advisor Hybrid - Registered Admin - Investment Related - At Reported Business Location(s) -Start Date 08/24/2024 - 120 hours per month/ 30 hours per month - I provide administrative support to Proactive Wealth Strategies, LLC, an independent investment advisor firm. I started this business activity in 1/2026. I expect to spend approximately 120 hours per month on this activity. Please see the advisory firm¿s Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-10-08 |
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