Best Investors
Account
Sign in
Best Investors
Account
Sign in
210 Jones St Ste. 104, Dubuque, IA 52001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2022-07-29 |
Branch Locations
19109 36Th Ave W Ste 213, Lynnwood, WA 98036 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Werner, O'MEara, & Co., Pllc | Lynnwood | WA | 10/2012 | 12/2017 |
| Werner, O'MEara, & Co., Pllc | Lynnwood | WA | 10/2012 | 01/2020 |
| Anton-Erik & Co., Pllc | Lynnwood | WA | 01/2018 | Present |
| Avantax Advisory Services | Lynnwood | WA | 01/2020 | Present |
| Avantax Planning Partners, Inc. | Lynnwood | WA | 07/2022 | Present |
1) WERNER, O'MEARA & CO., PLLC; POSITION: My 100% owned S-corp (Anton-Erik & Co) is a 30% member in this entity NATURE: Tax, accounting, and business consulting firm. INVESTMENT RELATED: No NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 100 START DATE: 01/01/2018; ADDRESS: 19109 36th Ave W, Ste 213, Lynnwood WA 98036, United States DESCRIPTION: My responsibilities include, firm and employee management, client management, tax return reviews, tax and business consulting.
Reach out to this advisor