Tracey Gordineer

Current Employers

Employment History

• 05/2015 → 02/2017
  Wealth 360, Llc
  Suwanee, GA
• 02/2017 → 08/2025
  Paramount Investment Advisors
  Suwanee, GA
• 02/2017 → 08/2025
  Paramount Tax And Accounting
  Buford, GA
• 06/2020 → 08/2025
  North Georgia Accounting
  Buford, GA
• 08/2025 → Present
  Cascfo Advisory
  Atlanta, GA
• 09/2025 → Present
  Blossom Balance Tax Llc
  Gainesville, GA
• 10/2025 → Present
  Blossom Balance: A Wealthness Company
  Gainesville, GA

Previous Registrations

• 2020-12-23 → 2025-08-27
  Paramount Investment Advisors
  Buford, GA
• 2015-06-25 → 2017-02-20
  Wealth 360, Llc
  Buford, GA
• 2015-04-27 → 2015-05-18
  Pfs Investments Inc.
  Smyrna, GA

Other Businesses

1. Blossom Balance Tax, LLC, non-investment related, Gainesville, GA 30501. Tax preparation, tax planning, tax representation, accounting, and payroll. CEO as of September 2025. Devote around 20 hours per month. 2 hours per week during trading hours. I am responsible for managing a team of accountants and tax preparers in the role of preparing financial records for small business owners. 2. CASCFO Advisory, LLC, non-investment related, Atlanta, GA 30009. Provides global staffing for tax and accounting firms. COO as of August 2025. Devote around 40 hours per month. 5 hours per week during trading hours. I am responsible for business development and client success. I conduct service demos and provide support for clients purchasing tax and accounting staffing.

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-02-27
• S63 Uniform Securities Agent State Law Examination
  2013-09-10

Designations

Other Names

• Tracey Ann Gordineer