Eric Preston Scruggs

Current Employers

Employment History

• 09/2012 → 03/2017
  Acorn Financial Advisory Services, Inc.
  Reston, VA
• 08/2012 → 03/2017
  Acorn Financial Services, Inc.
  Reston, VA
• 06/2026 → Present
  Covenant Wealth Advisors
  Richmond, VA
• 04/2017 → 07/2020
  Shepherd Kaplan Llc
  Boston, MA
• 03/2020 → 12/2021
  Varsity Tutors
  St. Louis, MO
• 08/2020 → 12/2022
  Ndvr, Inc.
  Boston, MA
• 01/2023 → 02/2023
  Ndvr, Inc.
  Boston, MA
• 01/2022 → 12/2023
  Southern New Hampshire University
  Manchester, NH
• 11/2022 → Present
  Hark Financial Planning, Llc
  Stoneham, MA
• 11/2022 → Present
  Hark Tax Planning, Llc
  Stoneham, MA
• 03/2023 → 05/2023
  Eddy Company, Llc
  Wakefield, MA
• 03/2023 → 05/2023
  Ndvr, Inc.
  Boston, MA
• 08/2024 → Present
  The Boston Institute Of Finance
  Boston, MA

Previous Registrations

• 2021-02-08 → 2023-03-14
  Ndvr
  Boston, MA
• 2017-06-14 → 2020-08-27
  Shepherd Kaplan Llc
  Boston, MA
• 2012-09-06 → 2017-04-05
  Acorn Financial Advisory Services, Inc.
  Reston, VA

Other Businesses

1) Name of business: Hark Tax Planning, LLC. Investment related: Yes. Address: 11 Isabella St, Stoneham, MA 02180. Nature of business: Tax planning and preparation. Position: Owner and founder. Start date: 11/2022. Number of hours/month: 8 hours/month. Number of hours/month during trading hours: 0 hours/month. Duties: Tax planning and preparation. 2) Name of business: The Boston Institute of Finance. Investment related: No. Address: 181 Wells Avenue, Suite 103, Newton, MA 02459. Nature of business: University. Position: Instructor. Start date: 08/28/2024. Number of hours/month: 12 hours/month. Number of hours/month during securities trading hours: 1 hours/month. Duties: Teaching or assisting in teaching classes related to the Certified Financial Planner certification curriculum.

Exams

• S66 Uniform Combined State Law Examination
  2012-08-31

Designations

Other Names

• Eric Scruggs