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339 3Rd Ave, South Charleston, WV 25303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WV | RA | APPROVED | 2020-09-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Eric J Ayersman, Cpa, Ac | South Charleston | WV | 10/2000 | Present |
| Avantax Investment Services, Inc. | South Charleston | WV | 05/2012 | 10/2020 |
| Avantax Advisory Services | South Charleston | WV | 01/2014 | 10/2020 |
| Avantax Insurance Agency, Llc | South Charleston | WV | 09/2019 | 10/2020 |
Ayersman Financial Group, Inc~'NIR'~339 3rd Ave.~South Charleston~WV~25303~Other~Other~1/22/2014~40hrs~20hrs~Operational and/or Marketing Name for H.D.Vest Services|Eric Ayersman, CPA, AC~'NIR'~339 3rd Ave~South Charleston~WV~25303~Tax Preparation/Accounting~President~10/1/2000~80hrs~65hrs~prepare income tax returns,quarterly tax work for small businesses, and consulting work|HD Vest Insurance Agency, LLC~'IR'~6333 North State Highway 161, 4th Floor~Irving~TX~75038~Equity Indexed Annuity~Agent~9/23/2019~5hrs~5hrs~I may have the ability to sell any, or all of the following products: variable annuities, fixed annuities, any/all types of index annuities, variable insurance (e.g. VUL/VIL).|
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-01-21 |
| S63 | Uniform Securities Agent State Law Examination | 2012-08-31 |
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