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Current Employers
Advanced Tax & Investments, Inc.

1920 E. Robinson St., Orlando, FL 32803 • United States

Current Registrations

AuthorityCategoryStatusDate
DC RA APPROVED 2026-02-06
FL RA APPROVED 2025-10-21
  • DC RA
    APPROVED
    Since 2026-02-06
  • FL RA
    APPROVED
    Since 2025-10-21

Branch Locations

1920 E. Robinson St., Orlando, FL 32803 • United States

Daytona Beach, FL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
High Point University High Point NC 08/2017 06/2021
Ernst & Young Orlando FL 09/2021 05/2023
The Alliance Group Tysons VA 05/2023 09/2025
Advanced Tax & Investments, Inc./Ati Professional Services/ Adva Orlando FL 08/2025 Present
Trinity Preparatory School Winter Park FL 08/2015 06/2017
  • 08/2017 → 06/2021
    High Point University
    High Point, NC
  • 09/2021 → 05/2023
    Ernst & Young
    Orlando, FL
  • 05/2023 → 09/2025
    The Alliance Group
    Tysons, VA
  • 08/2025 → Present
    Advanced Tax & Investments, Inc./Ati Professional Services/ Adva
    Orlando, FL
  • 08/2015 → 06/2017
    Trinity Preparatory School
    Winter Park, FL
Other Businesses

1) A8 Enterprises LLC, 1920 E Robinson St Orlando FL, 32803, Small Business Advisory, Owner, 09/29/23, 7 hours/month, 0 hours during securities trading hours, Advising on technical accounting and business operations

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-10-15
  • S65 Uniform Investment Adviser Law Examination
    2025-10-15
Other Names
  • Aj Frezza

View on SEC IAPD

Other Firms

Other Investors

Other Offices

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