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5001 Spring Valley Road Suite 810W, Dallas, TX 75244 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-01-08 |
Branch Locations
5001 Spring Valley Road Suite 810W, Dallas, TX 75244 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Premier Tax Consultants | Brunswick | OH | 10/2011 | Present |
| Brokers International Financial Services | Brunswick | OH | 08/2015 | 09/2017 |
| Regal Investment Advisors, Llc | Kentwood | MI | 09/2017 | 06/2020 |
| Regulus, Llc | Kentwood | MI | 09/2017 | 06/2020 |
| Emerald Investment Partners, Llc | Cary | NC | 06/2020 | 07/2021 |
| Paragon Tax Advisory Services, Llc | Brunswick | OH | 06/2015 | 12/2022 |
| Org Partners | Brunswick | OH | 07/2021 | 01/2026 |
| Ascentis Independent Advisors | Dallas | TX | 01/2026 | Present |
1)Premier Tax Consulting & GLOBAL TAX CONSULTING, LLC; OWNER ;NOT INVESTMENT RELATED; TAX CONSULTING FIRM; 1078 Middlefield Trail, Brunswick, OH 44212; 160 HRS PER MO, 40 HRS DURING TRADING. FEE BASED COMPENSATION. www.premiertaxllc.com; www.globaltaxllc.com 2) Elias Financial Services DBA for RIA business through ORG Partners 3)American Prosperity Planners LLC; Licensed Insurance Agent. Allows him to offer insurance products to his RIA clients; located at 1078 Middlefield Trail, Brunswick, OH 44212; approximately 20 hours/month during trading hours and 20 hours/month outside of trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-04-18 |
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