Vishal Raj

Current Employers

Employment History

• 10/2005 → 05/2025
  Michelin N.A.
  Greenville, SC
• 07/2018 → 08/2024
  Raymond James & Associates, Inc.
  Greenville, SC
• 09/2017 → Present
  Itaxpro Llc
  Greenville, SC
• 10/2023 → Present
  Oaks At Platte City Llc
  Kansas City, MO
• 09/2022 → Present
  Raj & Associates, Cpa Pc
  Greenville, SC
• 04/2023 → Present
  Rei Business Solutions Llc
  Greenville, SC
• 06/2019 → Present
  Sai Property Holdings Llc
  Greenville, SC
• 03/2023 → Present
  Svit Investment Holdings Llc
  Greenville, SC
• 06/2025 → 09/2025
  Avantax Advisory Services
  Greenville, SC
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2025-06-10 → 2025-09-05
  Avantax Advisory Services
  Greenville, SC
  Dallas, TX
• 2018-07-19 → 2024-08-15
  Raymond James & Associates, Inc.
  Greenville, SC
  Spartanburg, SC

Other Businesses

1) REI Business Solutions LLC; Managing member; Accounting for multi family real estate entities. Monthly financial statements. Bank and credit card account reconciliations; No; 1; 1; 04/21/2023; 345 Prado Way Greenville SC 29607; Provide accounting advisory. Help market services to Real estate operators. Liaison with the tax preparers. Participate in calls with clients to discuss financials. Layout strategic direction for the organization. 2) Raj & Associates CPA PC; President; Public accounting and tax preparation services. Tax advisory services. Tax Planning Services. Accounting. Bookkeeping Services; No; 30; 30; 09/01/2022; 345 Prado Way Greenville SC 29607; Client communication , gathering information preparing , reviewing and e-filing tax returns. Preparing accounting entries and financial statements for bookkeeping clients. Prepare and document Tax plan for advisory clients. Quality inspection on the work done. 3) ITS Technologies LLC; Member; Intended to develop software applications for various industries, however never became active; No; 1; 0; 08/29/2017; 345 Prado Way Greenville SC 29607; No duties or responsibilities . It is a disregarded entity with no activity. 4) SAI PROPERTY HOLDINGS LLC; Member; Office building I own and rent out in Greenville,SC; Yes; 1; 1; 06/20/2019; 345 Prado Way Greenville SC 29607; Maintain property. Collect rent. Maintain relationships with tenants. 5) Oaks at Platte City LLC; Member; Ownership in a multifamily real estate in Kansas City, Missouri; Yes; 1; 0; 10/31/2023; 1100 Main St Kansas City MO 64105; I have no duties tied to this entity, I am a silent investor/member. 6) SVIT Investment Holdings LLC; Member; This entity was created to invest in real estate such as multi-family properties.; No; 1; 0; 03/25/2023; 345 Prado Way Greenville SC 29607;  I have no duties as I am a passive investor. 7) ITAXPRO LLC; shareholder; Tax preparation including forms 1120S, 1065, 1120 for business. Tax Preparation and e-filing for Individuals. Financial analysis of income and expenses. Estimated Tax calculations for Individuals; No; 10; 10; 09/30/2017; 345 Prado Way Greenville SC 29607; Meet clients. Collect information. Input data into tax preparation software. Review tax returns with clients. File tax return.

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-07-03

Other Names

• Vishalkumar Kiritsinh Raj
• Vishalkumar K Raj