Bill Miranda Casarez

Current Employers

Archer Investment Corporation

11711 N. College Ave Suite 200, Carmel, IN 46032 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2018-06-05

CA RA
APPROVED

Since 2018-06-05

Branch Locations

San Diego, CA • United States

11711 N. College Ave Suite 200, Carmel, IN 46032 • 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

Organization	City	State	From	To
Bill M Casarez, Cpa	Fresno	CA	10/1986	Present
Hd Vest	Fresno	CA	07/2007	05/2018
Mann & Associates Apc, Cpa'S	San Diego	CA	01/2017	10/2017
Archer Investment Corporation	Carmel	IN	05/2018	Present

10/1986 → Present

Bill M Casarez, Cpa

Fresno, CA
07/2007 → 05/2018

Hd Vest

Fresno, CA
01/2017 → 10/2017

Mann & Associates Apc, Cpa'S

San Diego, CA
05/2018 → Present

Archer Investment Corporation

Carmel, IN

Previous Registrations

2016-09-13 → 2018-06-15

Avantax Advisory Services

San Diego, CA

Other Businesses

Bill M Casarez, CPA~'NIR'~1243 E Waldon Way~Fresno~CA~93730~Tax Preparation/Accounting~Owner/Sole Proprietor~12/1/2007~10hrs~0hrs~Federal & State income tax returns|Mann & Associates APC, CPA's~'NIR'~2448 Historic Decatur Road~San Diego~CA~92106~Tax Preparation/Accounting~Tax Preparation/Accounting~1/23/2017~25hrs~10hrs~Tax season - extra help tax preparer. Hours per month is zero during non-tax season and as much as 160 per month during tax season.|

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2016-07-29
S63	Uniform Securities Agent State Law Examination	1994-07-29

S65 Uniform Investment Adviser Law Examination

2016-07-29
S63 Uniform Securities Agent State Law Examination

1994-07-29

View on SEC IAPD