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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2023-10-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Billy G Brown Cpa Pc | Huntsville | AL | 01/2004 | Present |
| Avantax Investment Services, Inc. | Huntsville | AL | 05/2004 | 10/2023 |
| Avantax Advisory Services | Huntsville | AL | 08/2010 | 10/2023 |
| Brown Professional Group, Inc. | Huntsville | AL | 10/2007 | Present |
| Avantax Insurance Agency, Llc | Huntsville | AL | 05/2006 | 10/2023 |
| Osaic | Huntsbille | AL | 10/2023 | Present |
Brown Professional Group, Inc. Investment Related: No Address: 65A Town Center Drive, Huntsville, AL 35806 Nature of business: Corporation Position : Staff Accountant Title: Employee Start date: 10/18/2007 Hours per month: 20 Hours during securities trading hours: 10 Description of duties: Tax return preparation, bookkeeping, payroll processing. Brown Professional Group, Inc. (1) Investment Related: No Address: 65A Town Center Drive, Huntsville, AL 35806 Nature of business: Corporation Position : Employee Title: Other Start date: 10/18/2007 Hours per month: 150 Hours during securities trading hours: 150 Description of duties: Employee of Brown Professional Group Blake Brown. Investment Related: Yes Address: 65A Town Center Drive, Huntsville, AL 35806 Nature of business: Insurance Agent Position : Insurance Agent Title: Other Start date: 05/01/2006 Hours per month: 1 Hours during securities trading hours: 1 Description of duties: Life, Disability, Annuities NOTARY POSITION: Notary Public NATURE: I provide notary services when needed for clients. This is not a business for which I derive any compensation. NO compensation is derived from this activity. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 11/27/2024 ADDRESS: 65A Town Center Drive, Huntsville AL 35806 DESCRIPTION: I provide notary services when needed for clients. This is not a business for which I derive any compensation. NO compensation is derived from this activity.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-10-30 |
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