Suzanne Marie Nealgarner

Current Employers

Advanced Tax And Financial Services, Inc.

Kuna, ID • United States

Current Registrations

Authority	Category	Status	Date
WA	RA	APPROVED	2004-01-02

WA RA
APPROVED

Since 2004-01-02

Branch Locations

Kuna, ID • 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

Organization	City	State	From	To
Advanced Tax And Financial Services, Inc	Snoqualmie	WA	11/2003	06/2018
Advanced Tax And Financial Services, Inc	Kuna	ID	06/2018	Present

11/2003 → 06/2018

Advanced Tax And Financial Services, Inc

Snoqualmie, WA
06/2018 → Present

Advanced Tax And Financial Services, Inc

Kuna, ID

Previous Registrations

2003-01-13 → 2003-11-28

C.J.M. Asset Management, Llc

Pompton Lakes, NJ

Other Businesses

6/2001 TO PRESENT, PRESIDENT OF ADVANCED TAX AND FINANCIAL SERVICES, INC. WHICH IS LOCATED AT 12085 W. PRECEPT LANE, KUNA, ID 83634 THIS IS BOTH A NON-INVESTMENT-RELATED AND RIA FIRM. I AM A CERTIFIED TAX CONSULTANT AND INCOME TAX PREPARER WHO AVERAGES FIVE(5) HOURS A DAY, DURING SECURITIES TRADING HOURS, PREPARING TAX RETURNS, CONSULTING WITH CLIENTS ABOUT TAX-RELATED ISSUES AND PREPARING P&L STATEMENTS AND BALANCE SHEETS FOR VARIOUS CLIENTS FOR VARIOUS PURPOSES TO THE CLIENTS. I AVERAGE 100 HOURS PER MONTH AT THIS BUSINESS.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2003-01-08
S63	Uniform Securities Agent State Law Examination	2001-02-12

S65 Uniform Investment Adviser Law Examination

2003-01-08
S63 Uniform Securities Agent State Law Examination

2001-02-12

Other Names

Suzanne M Neal

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