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6240 W. 135Th Street Suite 214, Overland Park, KS 66223 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2023-08-18 |
Branch Locations
6240 W. 135Th Street Suite 214, Overland Park, KS 66223 • United States
Franklin, TN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Picciurro & Associates, Cpa, Pc | Algonac | MI | 08/2002 | 07/2020 |
| Sii Investments, Inc | Sterling Heights | MI | 02/2016 | 11/2017 |
| Woodbury Financial Services Inc | Sterling Heights | MI | 01/2018 | 07/2020 |
| Center Street Securities, Inc | Nashville | TN | 07/2020 | 04/2023 |
| Center Street Advisors, Inc. | Nashville | TN | 07/2020 | 04/2023 |
| Cabin Securities Inc | Overland Park | KS | 04/2023 | Present |
| Cabin Advisors, Llc | Overland Park | KS | 04/2023 | Present |
| Teaching Tax Flow Llc | Franklin | TN | 01/2023 | Present |
| Integrated Financial Group | Franklin | TN | 01/2013 | Present |
Teaching Tax Flow, LLC; Founder Investment Related; Since 01/01/2023 - Franklin TN, Tax Planning and Strategy; Integrated Financial Group; Also dba Integrated Wealth Management/Integrated CPA Group; Managing Partner; Investment Related; Since 1/2023 Semper Cresente LLC; Member; Not Investment Related; Practice Management Company/Coaching. Portfolio Holdings LLC, sole member, since 2013. Holding company for intellectual property, IP addresses and domains, including "Integrated Financial Group". Investment Related. Nexus CPA Group, LLC - managing member. Consulting services and holding company for Teaching Tax Flow, LLC & MRR Institute LLC;Teaching Tax Flow LLC is an educational platform regarding tax planning. The MRR Institute provides peer consulting and coaching. Investment Related. Pilot Tax & Accounting PC, partner, since 2002, dba Integrated CPA Group - private CPA firm focused on tax preparation, tax planning, bookkeeping, accounting and related business consulting, not investment related All activities are supervised by and all securities transactions are executed under the supervision of Cabin Advisors, LLC/Cabin Securities Inc. Member FINRA/SIPC
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-07-07 |
| S63 | Uniform Securities Agent State Law Examination | 2004-11-15 |
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