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11711 N. College Ave Suite 200, Carmel, IN 46032 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-09-17 |
Branch Locations
11711 N. College Ave Suite 200, Carmel, IN 46032 • United States
111 Sw Dallas St., Grand Prairie, TX 75051 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kerbow & Associates,Cpas | Grand Prairie | TX | 05/1983 | Present |
| Kerbow & Associates | Grand Prairie | TX | 01/1992 | Present |
| Avantax Investment Services, Inc. | Grand Prairie | TX | 01/1999 | 09/2021 |
| Avantax Advisory Services | Grand Prairie | TX | 10/2008 | 09/2021 |
| Avantax Insurance Agency, Llc | Grand Prairie | TX | 01/1999 | 09/2021 |
| Archer Investment Corporation | Carmel | IN | 09/2021 | Present |
1) First UMC Grand Prairie~122 N Church~Grand Prairie~TX~75050~Club/Association Director/Officer~Director/Officer~1/1/2012~1hrs~0hrs~Nominating Committee - seek member input for standing committee positions 2) Lake Joe Pool 10k & Pumpkinfest~111 SW Dallas~Grand Prairie~TX~75051~Other~Director/Officer~7/1/2013~1hrs~1hrs~Tax Prep/filings, bookkeeping/production of annual race for non-profit fundraiser 3) Grand Prairie Metro Rotary Club~111 SW Dallas Street, PO Box 530203~Grand Prairie~TX~75053~Club/Association Director/Officer~Treasurer/Comptroller~7/1/2014~5hrs~4hrs~Non-profit 501c4 civic organization. Tax Filings, banking transactions. 4) Warren & Rae Ann Forester~1913 W Arbor Rose~Grand Prairie~TX~75050~Rental Property Owner/Management~Other~7/1/2008~1hrs~0hrs~rental of former personal residence 5) Kerbow & Associates, CPAs~111 SW Dallas~Grand Prairie~TX~75051-1735~Tax Preparation/Accounting~Partner/General Partner~5/1/1983~40hrs~0hrs~Accounting & Tax Preparation Services 6) GPHS ALUMNI ASSOCIATION POSITION: Treasurer/Board Member NATURE: High School alumni association supporting member class reunions and fellowship and providing annual scholarships to high school seniors. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 10/07/2020 ADDRESS: 111 SW. Dallas, Grand Prairie TX 75051, United States DESCRIPTION: Recordkeeping, annual tax filing, check writing for scholarship recipients, post box rent and honorariums for annual distinguished alumni recipients.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-09-28 |
| S63 | Uniform Securities Agent State Law Examination | 1994-03-31 |
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