• Study for, register, and pass Series 65 Exam
  • Form LLC (Off-Zero Financial, LLC.)
  • Set up Business banking
  • Submit ADV for SEC review
  • Resolve ADV deficiencies
  • MVP offzerofinancial.com
  • MVP myfi.coach
  • update ADV Part 2 with Interenet Exemption (due: Friday, May 24, 2024)