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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 Court Suite 201, Mount Pleasant, SC 29466 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Arrow Advisory, Llc | Mount Pleasant | SC | 09/2019 | Present |
| Wherrett Trading | Chicago | IL | 04/2018 | 06/2019 |
| Eagle Market Makers | Chicago | IL | 10/2014 | 04/2018 |
| Unemployment | Mount Pleasant | SC | 06/2019 | 09/2019 |
| Avantax Investment Services Inc. | Mount Pleasant | SC | 08/2023 | 09/2025 |
| Avantax Advisory Services | Mount Pleasant | SC | 08/2023 | 09/2025 |
| Cetera Wealth Services, Llc | Mount Pleasant | SC | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
ARROW ADVISORY, LLC POSITION: Senior Staff Accountant NATURE: Individual Tax preparation Business Tax preparation Bookkeeping Payroll services Tax planning INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 09/25/2019 ADDRESS: 1205 Two Island Court, Suite 201, Mount Pleasant SC 29466, United States DESCRIPTION: Preparing tax returns including individual and business returns. Maintaining books and records and preparing internal financial statements for multiple businesses.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-12-16 |
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