Best Investors Account Sign in
Current Employers
Proactive Wealth Strategies, Llc

533 Johnson Ferry Road Bldg. C Suite 100, Marietta, GA 30068 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2026-06-01
  • GA RA
    APPROVED
    Since 2026-06-01

Branch Locations

533 Johnson Ferry Road Bldg. C Suite 100, Marietta, GA 30068 • United States

Boca Raton, FL • 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
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
  • 07/2024 → Present
    Proactive Wealth Strategies
    Marietta, GA
  • 01/2026 → Present
    Lpl Financial Llc
    Marietta, GA
  • 11/2012 → 05/2023
    School Board Of Broward County
    Ft Lauderdale, FL
  • 06/2024 → 11/2024
    Supervisor Of Elections
    Ft. Lauderdale, FL
  • 10/2024 → 01/2025
    Florida Atlantic University
    Boca Raton, FL
  • 05/2023 → 06/2024
    Unemployed
    Hollywood, FL
Other Businesses

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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-10-08
  • S66 Uniform Combined State Law Examination
    2025-10-08

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Marietta, GA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor