Kimberly Strouse Cozart

Current Employers

Employment History

• 01/1988 → Present
  Cozart & Edwards, P.A.
  Creedmoor, NC
• 07/2002 → 09/2025
  Avantax Investment Services, Inc.
  Creedmoor, NC
• 01/2006 → 09/2025
  Avantax Advisory Services
  Creedmoor, NC
• 01/1998 → Present
  Cozart & Edwards, Pa
  Creedmoor, NC
• 01/2015 → 02/2018
  Mtr Properties Ii, Llc
  Creedmoor, NC
• 07/2019 → 09/2025
  Avantax Insurance Agency, Llc
  Creedmoor, NC
• 02/2016 → Present
  Capitol Investments Nc, Llc
  Creedmoor, NC
• 06/2010 → Present
  Et Commercial Llc
  Creedmoor, NC
• 10/2023 → 12/2024
  Outdoor Decor Inc
  Creedmoor, NC
• 01/2024 → 12/2025
  Premier Advantage Realty, Inc.
  Creedmoor, NC
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Creedmoor, NC
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2006-01-17 → 2025-09-05
  Avantax Advisory Services
  Creedmoor, NC

Other Businesses

1) Capitol Investments NC, LLC~'NIR'~P.O. Box 1070~Creedmoor~NC~27522~Rental Property~Owner~2/25/2016~5hrs~5hrs~Pay bills and manage property 2) ET COMMERCIAL LLC~'NIR'~102 N MAIN ST~CREEDMOOR~NC~27522~Rental Property~Owner~6/24/2010~5hrs~5hrs~Pay bills and collect rent 3) Cozart & Edwards, PA~'NIR'~102 N Main Street~Creedmoor~NC~27522~Accounting Services/Tax Preparation~Other~1/1/1988~100hrs~70hrs~I supervise all of our employees. I prepare taxes and tax projections. I review bookkeeping prepared by my employees and tax returns prepared by my employees. I prepare financial statements for clients. I meet with clients regularly.

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-01-24
• S63 Uniform Securities Agent State Law Examination
  2002-10-24

Designations

Other Names

• Kimberly Marie Strouse
• Kimberly Strouse Tatum