Stephen Bernard Kincer

Current Employers

Employment History

• 09/1982 → Present
  Kincer Business Group Inc.
  Huntsville, AL
• 05/2009 → 10/2023
  Avantax Investment Services, Inc.
  Huntsville, AL
• 11/2016 → 10/2023
  Avantax Advisory Services
  Hunstville, AL
• 10/2023 → Present
  Osaic
  Huntsville, AL

Previous Registrations

• 2016-11-29 → 2023-11-07
  Avantax Advisory Services
  Huntsville, AL
• 2003-05-16 → 2009-06-12
  Hornor, Townsend & Kent, Llc
  Towson, MD
  Huntsville, AL

Other Businesses

1. Kincer Business Group Inc.~'NIR'~65A Town Center Drive~Hunstville~AL~35806~Tax Preparation/Accounting~Partner/General Partner~12/23/2011~120hrs~100hrs~Accounting and tax returns 2. RENTAL PROPERTY POSITION: Owner NATURE: I rent the bottom floor of my three story townhome to my business. I also purchased a separate townhome in March 2018 that my wife and I rent to her sister after a divorce but which we eventually plan to move into. During my compliance audit I posed the question on this and was told to go ahead and record as an OBA INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 03/31/2018 ADDRESS: 65 Town Center Drive, A, Huntsville AL 35806, United States DESCRIPTION: collect rent and handle repairs 3. STEPHEN KINCER POSITION: owner NATURE: insurance agent INVESTMENT RELATED: Yes NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 3 START DATE: 11/01/1995 ADDRESS: 65A Town Center Dr NW, Huntsville AL 35806, United States DESCRIPTION: sale of life insurance and annuities 4. STEPHEN KINCER POSITION: proprietor NATURE: Rental Property jointly owned with my wife INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2018 ADDRESS: 7301 Woodmill Way, Madison AL 35757, United States DESCRIPTION: rental townhome rented to my sister in law 5. STEPHEN AND TAMMY KINCER RENTAL POSITION: owner NATURE: I rent the ground floor of my three story townhome to Kincer Business Group Inc for office space. It is self contained and separate from my residence above. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2009 ADDRESS: 65A Town Center Dr NW, Huntsville AL 35806, United States DESCRIPTION: manage rental property 6. INCER BUSINESS GROUP INC POSITION: President NATURE: CPA Firm and tax practice INVESTMENT RELATED: No NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 40 START DATE: 09/01/1982 ADDRESS: 65A Town Center Dr NW, Huntsville AL 35806, United States DESCRIPTION: Accountant and tax advisor 7. KINCER BUSINESS GROUP INC POSITION: President NATURE: Corporation INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 09/01/1982 ADDRESS: 65A Town Center Dr NW, Huntsville AL 35806, United States DESCRIPTION: 100 % owner of entity

Exams

• S63 Uniform Securities Agent State Law Examination
  1995-11-02

Designations