Category: FAQs

  • FAQs: State and other licensing (updated Dec 2024)

    FAQs: State and other licensing (updated Dec 2024)

    Many of my acquaintances and curious potential clients are attorneys and other smart people who want to know about my licensing to work with clients in different states or on specific types of finance-related issues. I love your questions and consumer savvy! I’m going to address these licensing-type questions here to save time for both…