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Current Employers
Masters Tax And Financial Planning Llc

246 E Broad Street, Statesville, NC 28677 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2024-11-20
NC RA APPROVED 2024-09-16
OR RA APPROVED 2023-06-05
  • AZ RA
    APPROVED
    Since 2024-11-20
  • NC RA
    APPROVED
    Since 2024-09-16
  • OR RA
    APPROVED
    Since 2023-06-05

Branch Locations

246 E Broad Street, Statesville, NC 28677 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 08/2019 → 06/2020
    Hd Vest Investment Services (Aka Avantax)
    Phoenix, AZ
  • 04/2009 → 11/2024
    Donald M Masters Cpa Pc
    Phoenix, AZ
  • 06/2010 → 12/2020
    Outreach360 Inc
    Peoria, AZ
  • 03/2021 → 01/2023
    Anaheim, CA
  • 01/2000 → 05/2025
    Donald M Masters Cpa Pc
    Tigard, OR
  • 06/2024 → Present
    Masters Tax & Financial Planning Llc
    Tigard, OR
  • 08/2024 → Present
    Donald M Masters Cpa Pc
    Statesville, NC
Previous Registrations
  • 2021-03-22 → 2023-01-27
    Hillsboro, OR
    Glendale, AZ
  • 2020-03-05 → 2020-06-15
    Avantax Advisory Services
    Dallas, TX
    Glendale, AZ
Other Businesses

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

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-02-01
  • S66 Uniform Combined State Law Examination
    2020-02-01
Other Names
  • Donald M. Masters
  • Donald M Masters
  • Donald Melvin Masters
  • Donald Melvin Masters

View on SEC IAPD

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