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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-09-05 |
Branch Locations
1205 Two Island Ct Ste 201, Mt Pleasant, SC 29466 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Arrow Advisory | Mt Pleasant | SC | 01/2019 | Present |
| Ncgs, Inc | Charleston | SC | 01/2015 | 12/2018 |
| Avantax Advisory Services | Mt Pleasant | SC | 07/2024 | 09/2025 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
ARROW ADVISORY POSITION: Partner, Director of Accounting and Tax NATURE: Our firm provides financial planning and investment strategies, preparation of income tax returns and tax planning for business and personal and accounting services for businesses that may include general bookkeeping, sales tax, payroll, and vendor payments. INVESTMENT RELATED: Yes NUMBER OF HOURS: 180 SECURITIES TRADING HOURS: 130 START DATE: 01/01/2019 ADDRESS: 1205 Two Island Court, Suite 201, Mount Pleasant SC 29466, United States DESCRIPTION: I lead the tax and accounting team, review business and personal income tax returns, provide consulting advice relating to business services and implement tax planning strategies.
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