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311 Green Street Suite 100, Gainesville, GA 30501 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2023-04-20 |
| NC | RA | APPROVED | 2023-03-14 |
| TX | RA | APPROVED | 2023-03-14 |
Branch Locations
311 Green Street Suite 100, Gainesville, GA 30501 • United States
505 Olive Street, Winston-Salem, NC 27103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Avantax Advisory Services | High Point | NC | 02/2021 | 02/2023 |
| Smith Leonard Pllc | High Point | NC | 05/2016 | 01/2023 |
| Tanglewood Pizza Company, Llc | Advance | NC | 06/2015 | Present |
| Jt Stratford, Llc | Winston-Salem | NC | 03/2023 | Present |
1. Tanglewood Pizza Company, LLC; Non Investment-Related; Advance, NC; Full Service Restaurant; Member; 6/2015; 10 hrs/mo; 0 hrs/mo during securities trading hours; Duties are bookkeeping, sales tax return filings, tax return filings, periodic meetings. 2. Peters Creek RE, LLC; Non Investment-Related; Clemmons, NC; Rental Real Estate Investment LLC: Member/1/2021; 1 hr/mo; 0 hrs/mo during securities trading hours; Duties are annual tax return filing.
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