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12555 Manchester Rd, St. Louis, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-06-13 |
Branch Locations
981 Cowen Dr Suite C, Carbondale, CO 81623-1656 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Avantax Investment Services, Inc. | Basalt | CO | 11/2015 | 06/2025 |
| Tickmark | Miami | FL | 01/2017 | 07/2019 |
| Etc-Tax Services Inc | Basalt | CO | 01/2016 | 04/2025 |
| Viewline Resort Snowmass/Davidson Hospitalitygroup | Snowmass Village | CO | 06/2022 | 06/2025 |
| Smith & Corbin Tax Associates, Llc | Basalt | CO | 01/2023 | 01/2023 |
| Intuit | Mountain View | CA | 01/2024 | 02/2024 |
| Edward Jones | St. Louis | MO | 06/2025 | Present |
Viewline Resort Hotel Type of business: Food & Beverage Snowmass, CO Start date: 6/21/2022 Banquet Bartender Hours per week: 1 Hours during trading: 0 On-call banquet bartender * Tevel Type of business: Agriculture - Robotic Jerusalem, JE Start date: 2/7/2021 LPT Hours per week: 0 Hours during trading: 0 0 * OurCrowd (Investment in Cyto) L.P. Type of business: Medical Jerusalem, JER 9 Start date: 11/28/2022 LPT Hours per week: 0 Hours during trading: 0 0 * ETC Tax Services LLC Type of business: Tax preparation Basalt, CO Start date: 1/1/2020 Owner Hours per week: 0 Hours during trading: 0 My tax practice closed on April 30,2025. * Natalie Smith Bookkeeping Oak Harbor, WA Start date: 6/13/2025 Hours per week: 0 Hours during trading: 0 0 * Storey Creek, LLC Type of business: Rental Properties Basalt, CO Start date: 5/1/2026 LLC member Hours per week: 1 Hours during trading: 0 My father passed away on Dec 1, 2025. My mother, husband and myself want to start a small property management LLC to run the three rentals that currently sit on the property. My duties would be that of bookkeeper, my husband would be responsible for bookings and maintenance, and my mother is 85. *
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-07-08 |
| S65 | Uniform Investment Adviser Law Examination | 2017-01-12 |
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