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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-09-05 |
Branch Locations
321 North Pine Street, Spartanburg, SC 29302 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hd Vest Investment Services | Spartanburg | SC | 07/2010 | 02/2018 |
| Lubrizol Corporation | Spartanburg | SC | 12/2012 | 01/2020 |
| Cetera Financial Specialists Llc | Schaumburg | IL | 05/2018 | 12/2019 |
| Matrix Tax & Financial Services Llc | Spartanburg | SC | 12/2012 | Present |
| Archer Investment Corporation | Indianapolis | IN | 12/2019 | 08/2020 |
| Avantax Investment Services Inc. | Spartanburg | SC | 08/2020 | 09/2025 |
| Avantax Insurance Agency, Llc | Spartanburg | SC | 08/2020 | 09/2025 |
| Avantax Advisory Services | Spartanburg | SC | 08/2024 | 09/2025 |
| Cetera Wealth Services, Llc | Spartanburg | SC | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) Matrix Tax & Financial Services LLC~'IR'~1995 South Pine Street~Spartanburg~SC~29302~Accounting Services/Tax Preparation~Other~12/17/2012~110hrs~110hrs~Majority of my time is spent with the accounting function throughout the year, however during tax season my time is redirected there. I also spend a fair amount of time in planning and marketing. Providing wealth management services. 2)Matrix Business Services LLC~'NIR'~1995 South Pine Street~Spartanburg~SC~29302~Accounting Services/Tax Preparation~Owner~5/13/2009~0hrs~0hrs~This business is currently dormant. All functions are being performed under Matrix Tax & Financial Services, LLC.| 3) TAXSAVERS LLC POSITION: Owner NATURE: Stand alone tax service, it is an extension of the Matrix Tax & Financial Services LLC but set up as a separate company for tax purposes. INVESTMENT RELATED: No NUMBER OF HOURS: 60 SECURITIES TRADING HOURS: 60 START DATE: 01/17/2020 ADDRESS: 2101 Chesnee Hwy, Spartanburg SC 29303, United States DESCRIPTION: I am the owner, I hire and discharge tax preparers, I provide guidance in tax preparation and prepare some of the more complicated returns.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-04-08 |
| S63 | Uniform Securities Agent State Law Examination | 2010-09-27 |
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