Charles Joseph Cash

Current Employers

Employment History

• 12/2011 → Present
  Ais Tax And Financial, Llc.
  Port Charlotte, FL
• 08/2024 → 09/2025
  Avantax Advisory Services
  Port Charlotte, FL
• 08/2024 → 09/2025
  Avantax Insurance Agency, Llc
  Port Charlotte, FL
• 07/2003 → Present
  Suncoast Stables, Llc
  Port Charlotte, FL
• 01/2005 → Present
  Cash Charles, Llc
  Port Charlotte, FL
• 07/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2024-08-30 → 2025-09-08
  Avantax Advisory Services
  Dallas, TX
  Port Charlotte, FL

Other Businesses

1) AVANTAX INSURANCE AGENCY/AND OR AVANTAX INSURANCE SERVICES POSITION: Insurance Agent NATURE: Insurance services and products offered through Avantax INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 08/20/2024 ADDRESS: 3280 Tamiami Trail, Suite 32, Port Charlotte FL 33952, United States DESCRIPTION: Selling Insurance related products such as fixed and indexed annuities. 2) AIS TAX AND FINANCIAL, LLC POSITION: Managing Member/President NATURE: Provide tax advising and tax preparation for personal and businesses. We also sell financial services such as fixed and indexed annuities. I operated the day-to-day activities such as managing people, dealing with clients.Top 5 duties:Tax PreparationTax AdvisingFinancial Sales such as fixed annuties.Manage office personnelAdvise small businesses with thier start up/accounting/taxes/formation. INVESTMENT RELATED: No NUMBER OF HOURS: 140 SECURITIES TRADING HOURS: 140 START DATE: 12/09/2011 ADDRESS: 3280 Tamiami Trail, Suite 32, Port Charlotte FL 33952, United States DESCRIPTION: I am the sole owner of this business. I operated day-to-day managerial activities, as well as meet with clients.Top 5 duties:Tax PreparationTax AdvisingFinancial Sales such as fixed annuties. Manage office personnelAdvise small businesses with thier start up/accounting/taxes/formation.? 3) AIS TAX AND FINANCIAL, LLC POSITION: Managing Member/President NATURE: This is a Tax Preparation and Tax Advising company. We also provide financial services with fixed and indexed annuity sales. We also provide advice to small businesses with accounting information, business formation and taxes.I will want to provide more financial services to my clients through Avantax. INVESTMENT RELATED: Yes NUMBER OF HOURS: 140 SECURITIES TRADING HOURS: 140 START DATE: 12/09/2011 ADDRESS: 3280 Tamiami Trail, Suite 32, Port Charlotte FL 33952, United States DESCRIPTION: My top 5 duties include:Tax PreparationTax AdvisingInvestment AdvisingFixed and Indexed Annuity salesManaging office personnel 4) AIRLOCK HOMES, LLC POSITION: Shareholder NATURE: I'm a 5% owner in this company. It was started by a friend and I helped him get started. The business provides energy efficient testing on residential homes and condos. These test are now required by the state in order to receive a certificate of occupancy. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 12/08/2016 ADDRESS: 371 Hallcrest Terrace, Port Charlotte FL 33954, United States DESCRIPTION: Business advice. Taxation adviceSuggestions to improve business.Suggestions to improve marketingPromote the business to my clients that are builders 5) SUNCOAST STABLES, LLC POSITION: Managing Member NATURE: Horse boarding facility. We provide land and shelter for people that own horses and need a place to keep them. We don't provide any other services such as care, etc. The boarders self-care their own horses. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 07/25/2003 ADDRESS: 24614 Nova Lane, Port Charlotte FL 33980, United States DESCRIPTION: The owner along with my spouse. We manage day-to-day activities. Such as mow grass, collect monthly dues, take out trash from the barn, make repairs when needed, and keep the property clean. We do not actively promote the business as we do not want any additional boarders on our property. 6) CASHCHARLES, LLC POSITION: Managing Member NATURE: This is a real estate holding LLC that holds raw lots mainly in Texas INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/31/2005 ADDRESS: 24614 NOVA LANE, PORT CHARLOTTE FL 33980, United States DESCRIPTION: I am the sole owner of this LLC and can make any managerial decision as I see fit.

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-08-13
• S63 Uniform Securities Agent State Law Examination
  1996-07-10

Other Names

• Chuck Cash