Aaron Luke Watson

Current Employers

Employment History

• 03/1992 → Present
  Aaron L. Watson, P.C.
  Mccormick, SC
• 09/1999 → 09/2022
  Avantax Investment Services, Inc.
  Mccormick, SC
• 01/2010 → 09/2022
  Avantax Advisory Services
  Mccormick, SC
• 09/2022 → 10/2023
  Cambridge Investment Research, Inc.
  Mccormick, SC
• 09/2022 → 10/2023
  Cambridge Investment Research Advisors, Inc.
  Mccormick, SC
• 11/2006 → Present
  Aaron L. Watson Llc
  Mccormick, SC
• 04/1992 → Present
  Savannah Valley Realty, Inc.
  Mccormick, SC
• 09/1999 → 09/2022
  Avantax Insurance Agency, Llc
  Mccormick, SC
• 10/2023 → 09/2025
  Avantax Investment Services Inc.
  Mccormick, SC
• 10/2023 → 09/2025
  Avantax Advisory Services
  Mccormick, SC
• 07/2017 → Present
  Watson Aviation Holdings Inc.
  Mccormick, SC
• 03/1992 → Present
  Aaron L Watson Pc Dba Aaron L Watson Cpa Pc
  Mccormick, SC
• 10/2023 → 09/2025
  Avantax Insurance Agency And/Or Avantax Insurance Services
  Mccormick, SC
• 04/2025 → Present
  Wealthspring Financial Partners Llc
  Sparta, NJ
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Mccormick, SC
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2023-10-03 → 2025-09-05
  Avantax Advisory Services
  Dallas, TX
  Mccormick, SC
• 2022-09-30 → 2023-10-11
  Cambridge Investment Research Advisors, Inc.
  Mccormick, SC
• 2010-01-19 → 2022-10-07
  Avantax Advisory Services
  Mc Cormick, SC

Other Businesses

1) WATSON AVIATION HOLDINGS INC POSITION: Owner NATURE: Officer and shareholder in aviation transportation My son and I jointly own an airplane and lease in for recreational and business travel. INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 0 START DATE: 07/14/2017 ADDRESS: PO Box 1990, 110 South Main Str, McCormick SC 29835, United States DESCRIPTION: Pay bills, file tax returns and licenses relate to Corporation This is the extent of my duties related to this entity 2) AARON L WATSON LLC POSITION: Manager NATURE: I provide investment, retirement, estate, financial and tax planning through this entity INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 60 START DATE: 11/29/2006 ADDRESS: PO Box 1990, 110 South Main Str, McCormick SC 29835, United States DESCRIPTION: Advise clients on investments, retirement, estate, financial and tax planning Pay the bills, keep up with new developments, CPE,compliance with new laws. 3) SAVANNAH VALLEY REALTY INC POSITION: Owner NATURE: Broker in Charge for my Real Estate Company Makes referrals for the buying or selling of real estate INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 04/24/1992 ADDRESS: PO Box 1990, 110 South Main St, McCormick SC 29835, United States DESCRIPTION: Use my Real Estate License for referrals and help clients sale and buy real estate Show property, advise on property, schedule closings, prepare the tax returns reconcile banks accounts. 4) RENTAL PROPERTY POSITION: Owner NATURE: Two rental properties I manage INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 02/16/1989 ADDRESS: PO Box 1990, 110 South Main Str, McCormick SC 29835, United States DESCRIPTION: Manage rental properties. collect rent, coordinate repairs and maintenance, review and sign leases 5) AARON L WATSON PC DBA AARON L WATSON CPA PC POSITION: Chief Executive Officer NATURE: Provide tax preparation for individuals and businesses, tax planning and consulting. Estate planning and consulting. INVESTMENT RELATED: No NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 20 START DATE: 03/13/1992 ADDRESS: PO Box 1990, 110 South Main St, McCormick SC 29835, United States DESCRIPTION: Oversee all aspects of the Firm. Employee supervision and reviews. Review and finalize tax returns. Bill and collect fees Interview and access new clients 6) WEALTHSPRING FINANCIAL PARTNERS LLC POSITION: Financial Advisor NATURE: Investment Firms Merging INVESTMENT RELATED: Yes NUMBER OF HOURS: 60 SECURITIES TRADING HOURS: 60 START DATE: 04/01/2025 ADDRESS: 191 Woodport Rd, #208H, Sparta NJ 07871, United States DESCRIPTION: Financial Planning

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-01
• S63 Uniform Securities Agent State Law Examination
  1998-08-25

Other Names

• Aaron L Watson
• Aaron Watson