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Carolina Beach, NC • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-01-07 |
| CA | RA | APPROVED | 2025-01-01 |
| NV | RA | APPROVED | 2025-01-01 |
| SC | RA | APPROVED | 2025-01-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Blueprint Wealth Partners, Llc | Valley Springs | CA | 05/2016 | 10/2017 |
| Blueprint Wealth Partners, Llc | Valley Springs | CA | 10/2017 | 09/2019 |
| Tahoe Investments And Tax Planning, Llc | Valley Springs | CA | 09/2019 | 04/2021 |
| Cadger Tax And Financial Inc | Myrtle Beach | SC | 12/2020 | 07/2023 |
| Cadger Wealth Advisors Llc | Myrtle Beach | SC | 01/2023 | 07/2023 |
| Cadger Consulting | Carolina Beach | NC | 02/2006 | 07/2023 |
| Cadger Tax & Financial Inc | Carolina Beach | NC | 07/2023 | Present |
Cadger Tax & Financial Inc- Advisory Services, Investment Related, 823 Kenneth Ave 1, Carolina Beach, North Carolina, 28428, RIA for Cadger Wealth Advisors LLC in which I serve as an investment Advisor and President. Cadger Wealth advisors LLC was formed in 2023 and is a related entity. I work 40 plus hours per week for Cadger Tax & Financial Inc. I perform all of my advisory duties in North Carolina, California, Nevada, South Carolina under Cadger Tax & Financial Inc. Cadger Wealth Advisors LLC is a related entity used for marketing purposes and tax consulting purposes in California and South Carolina.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-08-31 |
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