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Masters Tax And Financial Planning LLC CRD 310261
$32.0M regulatory AUM 54 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
246 E Broad Street, Statesville, NC 28677 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2024-11-20 |
| NC | RA | APPROVED | 2024-09-16 |
| OR | RA | APPROVED | 2020-10-09 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cuso Financial Services, Lp | San Diego | CA | 10/2014 | 10/2016 |
| Invest Financial Corp | Tampa | FL | 10/2016 | 09/2017 |
| Cetera Advisors | Denver | CO | 09/2017 | 10/2020 |
| Purshe Kaplan Sterling Investments | Albany | NY | 10/2020 | 05/2024 |
| Masters Tax & Financial Planning Llc | Statesville | NC | 03/2024 | Present |
| Financial Independence Llc Dba Victory Financial Planning | Tigard | OR | 10/2016 | 03/2024 |
Mary T Masters, a licensed insurance agent, offers insurance products through a broker as needed. This activity consumes less than 2 hours/month of Mrs. Masters's time. There is no separate DBA or entity for the insurance business; the address is the same.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-02-28 |
| S63 | Uniform Securities Agent State Law Examination | 1998-10-21 |
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