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Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2022-08-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Avantax Investment Services, Inc. | High Point | NC | 04/2012 | Present |
| Payne Tax Group, Inc. | High Point | NC | 02/2006 | Present |
| Reid Tax Service | Winston Salem | NC | 01/1988 | Present |
| Avantax Advisory Services | High Point | NC | 01/2016 | Present |
| Payne Tax Group, Inc. | High Point | NC | 02/2006 | Present |
| Timothy Reid | High Point | NC | 11/2018 | Present |
| Avantax Insurance Agency, Llc | High Point | NC | 11/2019 | Present |
| Estate Of Wilma Farmer | High Point | NC | 11/2018 | 05/2020 |
| Cetera Financial Specialists Llc | Schaumburg | IL | 08/2022 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 08/2022 | Present |
1) REID TAX SERVICE; WINSTON SALEM, NC; NON-INVESTMENT RELATED; TAX PREPARATION/ACCOUNTING; OWNER/SOLE PROPREITOR; PREPARE TAX RETURNS; SINCE 01/1988; 12 HRS/MO 2) PAYNE TAX GROUP, INC; HIGH POINT, NC; NON-INVESTMENT RELATED; TAX PREPARATION/ACCOUNTING; PARTNER; PREPARE TAX RETURNS; SINCE 02/2006; 160 HRS/MO 3) MPT PARTNERSHIP; WINSTON SALEM, NV; NON-INVESTMENT RELATED; RENTAL PROPERTY; OWNER/MANAGEMENT; PARTNER; MANAGE RENTAL PROPERTY; SINCE 07/1989; 4 HRS/MO 4) WALLBURG RECREATIONAL CENTER, INC; WALLBURG, NC; NON-INVESTMENT RELATED; NONPROFIT; TREASURER; PAY BILLS/PROVIDE FINANCIAL STATEMENTS/HANDYMAN; SINCE 06/2007; 8 HRS/MO 5) HIGH POINT CIVITAN CLUB; HIGH POINT, NC; NON-INVESTMENT RELATED; DIRECTOR/OFFICER; PRESIDENT/SECRETARY; SINCE 10/2009; 2 HRS/MO 6) WALLBURG BAPTIST CHURCH; WALLBURG, NC; NON-INVESTMENT RELATED; TREASURER; PREPARE FINANCIAL STATEMENTS/HANDYMAN; SINCE 12/2019; 8 HRS/MO 7) NAME OF OTHER BUSINESS: AM PAYNE & ASSOCIATES, INC; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: TAX AND BOOKKEEPING SERVICES; START DATE: 01/2006; POSITION/TITLE/RELATIONSHIP: TAX PREPARER; APX NUMBER OF HOURS PER WEEK: LESS THAN 1 APX NUMBER OF HOURS DURING TRADING HOURS: LESS THAN 1; BRIEF DESCRIPTION OF DUTIES: TAX PREPARATION, ANSWER TAX QUESTIONS AND OFFICE MAINTENANCE;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-01-02 |
| S63 | Uniform Securities Agent State Law Examination | 2012-07-23 |
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