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Smyrna, GA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2024-11-18 |
| TN | RA | APPROVED | 2023-11-13 |
| GA | RA | APPROVED | 2023-09-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hd Vest Investment Services | Bowling Green | KY | 02/2016 | 12/2017 |
| Avantax Investment Services, Inc. | Smyrna | GA | 11/2019 | 12/2022 |
| Assetguard Financial Services Inc. | Smyrna | GA | 02/2016 | Present |
| Avantax Advisory Services | Smyrna | GA | 11/2019 | 12/2022 |
| Assetguard Financial Services Inc. | Smyrna | GA | 08/2023 | Present |
Assetguard Financial Services Inc~ 4224 Mill Grove Ln SW Smyrna,GA 30082, Accounting Services/Tax Preparation. Employee~2/15/2016~160hrs~130hrs. I do tax consultation and payroll for business clients and assist individuals with their tax returns. This is investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-07-02 |
| S63 | Uniform Securities Agent State Law Examination | 2013-01-25 |
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