Daniel Reed Hudson

Current Employers

Employment History

• 02/2012 → Present
  Staton Cpa, P.C.
  Rutherfordton, NC
• 09/2021 → 09/2025
  Avantax Advisory Services
  Gastonia, NC
• 08/2021 → Present
  Daniel Hudson
  Rutherfordton, NC
• 01/2022 → Present
  South Oak Financial Llc
  Spindale, NC
• 08/2023 → 09/2025
  Avantax Investment Services Inc.
  Spindale, NC
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Spindale, NC

Previous Registrations

• 2021-12-18 → 2025-09-08
  Avantax Advisory Services
  Gastonia, NC
  Spindale, NC

Other Businesses

1) STATON CPA, P.C.; Shareholder; Submitting this to indicate that I became a 5% owner of Staton CPA effective 1/1/2025. At Staton CPA, P.C. we provide a wide array of services, including outsourced bookkeeping and office support (including payroll and bill payment), tax preparation, business valuation and litigation support, assurance services, and consulting services. NIR; HRS 160; SHRS 110; 01/01/2025; 393 Oak Street, Spindale NC 28160; Perform accounting/bookkeeping services and oversee staff who perform the same. 2) SOUTH OAK FINANCIAL LLC; Member Manager; I needed to set up a new email account for Avantax, so I registered a new domain name on 1/17/2022. Since I am planning to setup a new branch office for my employment with Avantax at 393 S. Oak Street, Spindale NC 28160 in addition to the one we already have at 528 S. New Hope Road, Gastonia NC 28054, I thought the name "South Oak Financial" sounded good. These branch offices are in 2 different counties, so rather than register DBAs with the Register of Deeds in both Counties, I just registered an LLC with the NC Secretary of State; IR; HRS 20; SHRS 20; 01/17/2022; 393 S. Oak Street, Spindale NC 28160; This is a single-member LLC taxed as a disregarded entity, which means I will file a schedule C on my tax return. There is no activity, it is basically a DBA. 3) MENZEL ENTERPRISES, INC.; Owner; This was my mother's business for which I previously reported having signature authority over checking accounts. She passed away earlier this year and I have inherited all of her assets including this business; NIR; HRS 5; SHRS 0; 03/26/2022; 124 Breeze Hill, Rutherfordton NC 28139; I am the owner. We are liquidating most of the assets of the company, which was a beauty salon and a gift shop. My wife continues to operate the gift shop on a much smaller scale. I will likely leave the entity open to deposit what was previously my self-employment income from lawncare etc., as well as self-employment income my wife earns from doing alterations and design work. I pay recurring bills connected with this company's accounts. My mother passed away on March 26, 2022 but we are still in the process of handling her estate. 4) DANIEL HUDSON POSITION; self; Landscape maintenance for a couple of yards. Also, independent contractor maintenance and repair services for my mom's business Menzel Enterprises, Inc.; NIR; HRS 8; SHRS 0; 08/31/2021; 124 Breeze Hill, Rutherfordton NC 28139; I cut grass for my mom's hair salon and may take on one or 2 more yards next year. From time to time I repair things for the salon, change light bulbs / air filters, clean etc. 5) STATON CPA, P.C.; CPA; At Staton CPA, P.C. we provide a wide array of services, including outsourced bookkeeping and office support (including payroll and bill payment), tax preparation, business valuation and litigation support, assurance services, and consulting services; NIR; HRS 160; SHRS 130; 02/05/2012 ADDRESS: 393 Oak Street, Spindale NC 28160; Depending on the client, my responsibility is to oversee staff who perform the staff, and in other cases to perform such services myself. 7) WILLIAM F. MCBRAYER, JR.; Executor; William McBrayer informed me that he has appointed me to be the executor of his will; NIR; HRS 0; SHRS 0; 11/29/2022; 393 Oak Street, Spindale NC 28160; My duties are to handle the assets of William McBrayeras outlined in his will.

Exams

• S63 Uniform Securities Agent State Law Examination
  2023-11-27
• S65 Uniform Investment Adviser Law Examination
  2021-12-18