Sarah Newberry Reames

Current Employers

Employment History

• 08/2001 → 12/2020
  Avantax Investment Services, Inc.
  Matthews, NC
• 07/2002 → 12/2020
  Avantax Advisory Services
  Matthews, NC
• 07/2016 → 12/2020
  Avantax Insurance Agency, Llc
  Matthews, NC
• 09/1988 → Present
  Sarah N Reames Cpa, Pllc
  Matthews, NC
• 11/2017 → Present
  Fiduciary Appointment
  Mint Hill, NC
• 11/2017 → Present
  Fiduciary Appointment
  Mint Hill, NC
• 08/2019 → Present
  Sarah Reames
  Matthews, NC
• 04/2018 → Present
  Cannoli Llc
  Matthews, NC
• 12/2020 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 12/2020 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA

Previous Registrations

• 2002-07-06 → 2020-12-14
  Avantax Advisory Services
  Matthews, NC

Other Businesses

1) SARAH N REAMES CPA PLLC, 2548 PLANTATION CENTER DRIVE STE B MATTHEWS, NC, CPA/ENROLLED AGENT/TAX PREP, ACCOUNTING SVCS, 09/1989, INV REL, PRESIDENT, 1000 HRS YR/ 3/TRADING HRS 2) EVERETTE H BOYLES, CHARLOTTE SQUARE SENIOR LIVING 5820 CARMEL RD RM 11 CHARLOTTE NC, FIDUCIARY APPOINTMENT POWER OF ATTORNEY, 11/09/17, NIR, POA, 1/MO- 0/TRADING HR 3) MARIAN W BOYLES, CHARLOTTE SQUARE SENIOR LIVING 5820 CARMEL ROAD ROOM 66 CHARLOTTE NC, FIDUCIARY APPOINTMENT POWER OF ATTORNEY, 11/09/17, NIR, POA, 1/MO- 0/TRADING HR 4) CANNOLI LLC, 2548 PLANTATION CENTER DR STE B MATTHEWS NC, COMMERCIAL RENTAL REAL ESTATE, MANAGING MEMBER, 04/2018, NIR, 1 HR/MO 0/TRADING HR 5) CIRA, 1776 PLEASANT PLAIN RD FAIRFIELD IA, AS ADVISORY REP OF A RIA. INV REL-20/WK-20/TRADING 12/2020 6) SARA N REAMES CPA PLLC, 2548 PLANTATION CENTER DRIVE STE B MATTHEWS NC, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, 07/2002, INV REL, 40/WK 40/TRADING HRS. 7) PLANTATION PROFESSIONAL CENTER CONDO ASSOCIATION 2548 Plantation Center Drive Ste B, Matthews NC 28105, United States, 04/01/2024, Board Member, Board Member/Officer/Director/Committee Member/Board Trustee, NIR, 1/MO - 1/Trading

Exams

• S63 Uniform Securities Agent State Law Examination
  2001-10-03

Designations

Other Names

• Sarah Lynn Newberry