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Current Employers
Plan Group Financial, Inc.

101 N.E. 82Nd Street Suite 200, Oklahoma City, OK 73114 • United States

Current Registrations

AuthorityCategoryStatusDate
OK RA APPROVED 2023-12-11
AR RA APPROVED 2023-12-07
IL RA APPROVED 2023-12-01
TX RA APPROVED_RES 2023-11-27
CO RA APPROVED 2023-11-22
NE RA APPROVED 2023-11-22
CA RA APPROVED 2023-11-21
MO RA APPROVED 2023-11-21
  • OK RA
    APPROVED
    Since 2023-12-11
  • AR RA
    APPROVED
    Since 2023-12-07
  • IL RA
    APPROVED
    Since 2023-12-01
  • TX RA
    APPROVED_RES
    Since 2023-11-27
  • CO RA
    APPROVED
    Since 2023-11-22
  • NE RA
    APPROVED
    Since 2023-11-22
  • CA RA
    APPROVED
    Since 2023-11-21
  • MO RA
    APPROVED
    Since 2023-11-21

Branch Locations

4200 Jenny Lind Rd Ste B, Fort Smith, AR 72901 • United States

101 N.E. 82Nd Street Suite 200, Oklahoma City, OK 73114 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Przybysz & Associates, Cpas Fort Smith AR 08/2011 Present
1St Global Capital Corp. Fort Smith AR 06/2016 10/2019
1St Global Advisors, Inc. Fort Smith AR 06/2016 10/2019
Avantax Insurance Services, Inc. Fort Smith AR 06/2016 11/2023
Avantax Investment Services, Inc. Fort Smtih AR 10/2019 11/2023
Avantax Advisory Services Fort Smith AR 10/2019 11/2023
P&F Lites Etc, Llc Fort Smith AR 08/2022 Present
Plan Group Financial Oklahoma City OK 11/2023 Present
Private Client Services Fort Smith AR 11/2023 Present
  • 08/2011 → Present
    Przybysz & Associates, Cpas
    Fort Smith, AR
  • 06/2016 → 10/2019
    1St Global Capital Corp.
    Fort Smith, AR
  • 06/2016 → 10/2019
    1St Global Advisors, Inc.
    Fort Smith, AR
  • 06/2016 → 11/2023
    Avantax Insurance Services, Inc.
    Fort Smith, AR
  • 10/2019 → 11/2023
    Avantax Investment Services, Inc.
    Fort Smtih, AR
  • 10/2019 → 11/2023
    Avantax Advisory Services
    Fort Smith, AR
  • 08/2022 → Present
    P&F Lites Etc, Llc
    Fort Smith, AR
  • 11/2023 → Present
    Plan Group Financial
    Oklahoma City, OK
  • 11/2023 → Present
    Private Client Services
    Fort Smith, AR
Previous Registrations
  • 2019-10-25 → 2023-11-13
    Avantax Advisory Services
    Dallas, TX
    Bella Vista, AR
    Fayetteville, AR
    Bentonville, AR
  • 2016-06-13 → 2019-10-25
    1St Global Advisors Inc
    Fort Smith, AR
Other Businesses

1) 2403 SE Cottonwood St, LLC. 4200 Jenny Lind Road, Suite B, Fort Smith, AR 72901. Investment Property that is rented. Co-Owner-I approve rental contracts and I oversee repairs, maintenance projects, and collect/deposit rents. 5 hrs/mo; 0 during trading hrs. 2) 2594 E Joyce. LLC. 4200 Jenny Lind Road, Suite B, Fort Smith, AR 72901. Investment Property that is rented. Co-Owner-I approve rental contracts and I oversee repairs, maintenance projects, and collect/deposit rents. 5 hrs/mo; 0 during trading hrs. 3) 4050 JB Hunt Drive, LLC. 4200 Jenny Lind Road, Suite B, Fort Smith, AR 72901. Investment Property that is rented. Co-Owner- I oversee the finances of the building. 5 hrs/mo; 0 during trading hours. 4) PRZ Wealth Management, LLC. 4200 Jenny Lind Road, Suite B, Fort Smith, AR 72901. RIA. 100 hrs/mo; 100 during trading hrs. 5) P&F Investments. 4200 Jenny Lind Road, Suite B, Fort Smith, AR 72901. Investment Property that is rented. Co-Owner-I am in charge of keeping the properties rented, getting a hold of the proper maintenance workers, and general upkeep. 5 hrs/mo; 0 during trading hrs. 6) P&F Lites ETC, LLC. 9814 U.S. Hwy 71, Fort Smith, AR 72916. Lighting fixture sales. Co-owner-my CPA firm manages the cash inflows and outflows. 5 hrs/mo; 0 during trading hrs. 7) PRZ Properties, LLC. 4200 Jenny Lind Road, Suite B, Fort Smith, AR 72901. Investment Property that is rented. Co-Owner-I am in charge of keeping the properties rented, getting a hold of the proper maintenance workers, and general upkeep. 5 hrs/mo; 0 during trading hrs. 8) PRZ Self Storage. 4200 Jenny Lind Road, Suite B, Fort Smith, AR 72901. Storage Unit Rental. Co-Owner- I manage the property off-site. I check the property for any issues. 5 hrs/mo; 0 during trading hrs. 9) Przybysz Brothers Investments, LLC. 4200 Jenny Lind Road, Suite B, Fort Smith, AR 72901. Investment Property that is rented. Co-Owner-I am in charge of keeping the properties rented, getting a hold of the proper maintenance workers, and general upkeep. 5 hrs/mo; 0 during trading hrs. 10) PF&T Plumbing, LLC. 3117 Waco St, Fort Smith, AR. This is a residential repair and replace plumbing company. Investor & accountant. 5 hrs/mo; 0 during trading hrs. Not investment related. 11) PF&T Investments, LLC. 3117 Waco St, Fort Smith, AR. Holding commercial real estate. Partner. No duties involved. hrs/mo. Not investment related.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-06-13
  • S66 Uniform Combined State Law Examination
    2016-06-13

View on SEC IAPD

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