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12 Greenway Plaza Suite 1115, Houston, TX 77046 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2022-03-03 |
Branch Locations
12 Greenway Plaza Suite 1115, Houston, TX 77046 • United States
Herndon, VA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Analog Capital Partners Llc | Herndon | VA | 07/2021 | Present |
| At&T | Oakton | VA | 04/2002 | 04/2023 |
1) Jeff A. Pomerantz, CPA; Investment-related - no; Address - 1635 Sadlers Wells Drive, Herndon, VA 20170; Nature of the other business - accounting and tax; Position/Title - Owner/Sole proprietor; Start date - 1978; approximate number of hours/month you devote to the other business 10-15 hrs/mo; number of hours you devote to the other business during securities trading hours 1hr/mo; Duties/Responsibilities- Prepare financial records and tax returns and related matters; 2) Shield Tax Services, LLC; Investment-related - no; Address - 1635 Sadlers Wells Drive, Herndon, VA 20170; Nature of the other business - tax resolution; Position/Title - Owner/Sole proprietor/President; Start date of your relationship - July 2021; approximate number of hours/month you devote to the other business 2hr/mo; number of hours you devote to the other business during securities trading hours - none; Duties/Responsibilities - Assist both individual and business taxpayers with resolving their tax issues with both Federal and State tax authorities.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-02-26 |
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