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2422 W. Sunset Drive, Tampa, FL 33629 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2026-03-17 |
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 |
|---|---|---|---|---|
| Carrier Cpa Firm, Pllc | Knoxville | TN | 06/1994 | Present |
| Avantax Investment Services, Inc. | Knoxville | TN | 08/2009 | 11/2022 |
| Avantax Advisory Services | Knoxville | TN | 10/2013 | 11/2022 |
| Carrier Financial & Insurance Services | Knoxville | TN | 01/2014 | Present |
| Avantax Insurance Agency, Llc | Knoxville | TN | 05/2018 | 11/2022 |
| Brookstone Wealth Advisors | Wheaton | IL | 12/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-07-16 |
| S63 | Uniform Securities Agent State Law Examination | 2010-07-01 |
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