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210 Jones St Ste. 104, Dubuque, IA 52001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2021-01-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Avantax Planning Partners | Dubuque | IA | 01/2021 | Present |
| Douglas Wilson & Company, P.C. | Great Falls | MT | 01/1998 | Present |
1) I am a Shareholder and Accountant with Douglas Wilson and Company, P.C., a CPA firm. I am located at 1000 First Ave South, Great Falls, MT, 59401. I have been with the CPA firm since 01/1998. I work approximately 140 hours a month. I provide services that are typical of public accounting, including tax return preparation, consulting, and bookkeeping to a variety of different clients and businesses. Most of my work is during securities trading hours. My employment is not securities-related or investment-related. 2) CMVV PROPERTIES LLC POSITION: PARTNER NATURE: PERSONAL USE RECREATIONAL PROPERTY INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/06/2023 ADDRESS: 1000 1st Ave. South, Great Falls MT 59401, United States DESCRIPTION: BOOKKEEPING
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-12-09 |
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