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246 E Broad Street, Statesville, NC 28677 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2024-11-20 |
| NC | RA | APPROVED | 2024-09-16 |
| OR | RA | APPROVED | 2023-06-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hd Vest Investment Services (Aka Avantax) | Phoenix | AZ | 08/2019 | 06/2020 |
| Donald M Masters Cpa Pc | Phoenix | AZ | 04/2009 | 11/2024 |
| Outreach360 Inc | Peoria | AZ | 06/2010 | 12/2020 |
| Centaurus Financial Inc. | Anaheim | CA | 03/2021 | 01/2023 |
| Donald M Masters Cpa Pc | Tigard | OR | 01/2000 | 05/2025 |
| Masters Tax & Financial Planning Llc | Tigard | OR | 06/2024 | Present |
| Donald M Masters Cpa Pc | Statesville | NC | 08/2024 | Present |
DONALD M MASTERS CPA PC POSITION: Certified Public Accountant, Owner NATURE: Accounting and Tax CPA Firm INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 04/20/2009 - present ADDRESS: 107 Cedar Lake Drive, Statesville, NC 28677 DESCRIPTION: Accounting and Tax CPA Firm EMBL LLC - Donald M Masters CPA PLLC is 49% owner - 13535 SW 72nd Ave, Suite 165, Tigard, OR 97223
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-02-01 |
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