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210 Jones St Ste. 104, Dubuque, IA 52001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-06-30 |
Branch Locations
1515 Ringling Blvd, Suite 900, Sarasota, FL 34236 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hbk Cpas And Consultants | Sarasota | FL | 11/2011 | 11/2019 |
| Purshe Kaplan Sterling Investments | Sarasota | FL | 07/2015 | 11/2019 |
| Hbks Wealth Advisors | Sarasota | FL | 06/2015 | 11/2019 |
| Avantax Planning Partners, Inc. | Sarasota | FL | 06/2021 | Present |
| Cs&L Cpas | Sarasota | FL | 12/2019 | Present |
| Avantax Investment Services, Inc | Sarasota | FL | 03/2021 | 09/2025 |
| Avantax Planning Partners, Inc. | Sarasota | FL | 03/2021 | Present |
| Cetera Wealth Services, Llc | Sarasota | FL | 09/2025 | Present |
1) CS&L CPAS POSITION: Tax & Advisory Manager NATURE: Provide accounting, tax and consultation services as part of a regional CPA firm. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 12/02/2019 ADDRESS: 1515 Ringling Blvd., Suite 900, Sarasota FL 34236, United States DESCRIPTION: Prepare & review tax returns for compliance; solicit accounting, bookkeeping and tax preparation prospects to provide related services for a fee.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2016-02-08 |
| S65 | Uniform Investment Adviser Law Examination | 2015-08-25 |
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