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Leander, TX • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-06-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Archer Investment Corporation | Indianapolis | IN | 06/2010 | 05/2017 |
| Tax Pro Advisor Llc | Leander | TX | 08/2012 | Present |
| Tax Pro Advisor Llc | Leander | TX | 04/2019 | Present |
the name of the other business: Tax Pro Advisor LLC; whether the business is investment-related: No; the address of the other business:605 Las Colinas Drive, Leander, TX 78641; the nature of the other business: Tax accounting; your position, title, or relationship with the other business: Owner and accountant; the start date of your relationship: 08/2012; the approximate number of hours/month you devote to the other business: 160; the number of hours you devote to the other business during securities trading hours: 160; and briefly describe your duties relating to the other business; As an enrolled agent I prepare taxes and provide other tax consulting services.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-05-17 |
| S63 | Uniform Securities Agent State Law Examination | 2004-12-30 |
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