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5950 Fairview Road, Suite 140, Charlotte, NC 28210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-02-04 |
| NY | RA | APPROVED | 2026-02-03 |
Branch Locations
1384 Broadway Suite 1602, New York, NY 10018 • United States
5950 Fairview Road, Suite 140, Charlotte, NC 28210 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| M Holdings Securities | Portland | OR | 02/2017 | 09/2018 |
| Chernoff Diamond | Uniondale | NY | 08/2014 | 09/2018 |
| Great Hill Advisory | Port Washington | NY | 10/2018 | 11/2022 |
| H&R Block | White Plains | NY | 12/2022 | 08/2023 |
| B. Riley Wealth Management | Memphis | TN | 10/2023 | 06/2025 |
| B. Riley Wealth Advisors | Memphis | TN | 04/2024 | 06/2025 |
| Taxmaster Financial Services Corp Llc | New York | NY | 06/2025 | Present |
| Innovation Partners Llc | Charlotte | NC | 11/2025 | Present |
| Ip Financial Advisory Services Llc | Charlotte | NC | 12/2025 | Present |
Taxmaster Financial Services Corp. LLC. Senior Accountant 1384 Broadway Suite 1602 New York, NY 10018. www.taxmaster.com. Tax planning, preparation, consulting. 28-32 hours 9-4pm.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-05-14 |
| S63 | Uniform Securities Agent State Law Examination | 2024-02-02 |
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