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5285 Meadows Rd Suite 360, Lake Oswego, OR 97035 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-01-06 |
| OR | RA | APPROVED | 2013-02-06 |
Branch Locations
7175 Sw Beveland St, Ste 110, Tigard, OR 97223 • United States
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 |
|---|---|---|---|---|
| Tax Matters, Inc | Portland | OR | 03/2010 | Present |
| Securities America, Inc | Portland | OR | 11/2012 | 10/2019 |
| Cedar Mountain Advisors, Llc | Portland | OR | 01/2013 | Present |
**TAX MATTERS, INC. POSITION: President NATURE: BUSINESS NAME: TAX MATTERS INC FKA VIRGIL E MEADS CONSULTANTS INC TITLE: LICENSED TAX CONSULTANT BUSINESS NATURE: TAX PREPARATION - 100% TIME SPENT INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 01/01/2010 ADDRESS: 7175 SW Beveland Street, Suite 110, Tigard OR 97223, United States DESCRIPTION: Tax preparation and consultation services
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-11-14 |
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