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145 West Center Avenue, Sebring, FL 33870 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-07-10 |
| VA | RA | APPROVED | 2024-06-27 |
| FL | RA | APPROVED | 2024-06-25 |
| OH | RA | APPROVED | 2024-06-20 |
| TX | RA | APPROVED_RES | 2024-06-14 |
Branch Locations
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 |
|---|---|---|---|---|
| Statler Financial Services, Inc. | Sebring | FL | 05/2006 | 09/2024 |
| Sfs Tax Service, Inc. | Sebring | FL | 06/2007 | Present |
| Statler Financial Services, Inc. | Sebring | FL | 06/1998 | Present |
| Statler Financial Services, Inc. | Sebring | FL | 05/2002 | Present |
| Heartland Tax And Accounting, Llc | Sebring | FL | 01/2024 | Present |
| Second Half Financial Partners, Llc | Sebring | FL | 06/2024 | Present |
1) Statler Financial Services, Inc., Fixed Insurance, Investment Related, 147 S Ridgewood Dr., Sebring, FL, Insurance Agent, Start Date 6/98, 120 hours devoted per month, fixed insurance sales 2) SFS Tax Services, Inc., Not investment Related, Tax preparation services, President, Start Date 06/2007, 24 hours per month devoted, 12 hours per month devoted during securities tradings, serve as President of company for income tax preparation services 3) Heartland Tax and Accounting, LLC, Not investment Related, Tax preparation services, Tax preparer and Partner, Indirect partial Owner under SFS Tax Services, Inc., Start Date 01/2024, 24 hours per month devoted, 12 hours per month devoted during securities tradings, provide income tax preparation services
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-04-20 |
| S63 | Uniform Securities Agent State Law Examination | 1998-02-06 |
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