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4710 Village Plaze Loop Suite 240, Eugene, OR 97401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2023-05-30 |
Branch Locations
4710 Village Plaze Loop Suite 240, Eugene, OR 97401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Principle Accounting Pc | Eugene | OR | 09/2012 | Present |
| Star Meat Company, Inc. | Eugene | OR | 02/2019 | Present |
| Apleberry Ventures, Llc | Elmira | OR | 02/2019 | Present |
| Avantax Investment Services Inc. | Eugene | OR | 07/2022 | 05/2023 |
| Avantax Advisory Services | Eugene | OR | 07/2022 | 05/2023 |
| 3-Star Rentroll, Llc | Eugene | OR | 02/2019 | Present |
| Four Star Meat Company, Inc. | Eugene | OR | 02/2019 | 05/2023 |
| Go Wealth Management | Eurgene | OR | 05/2023 | Present |
1) PRINCIPLE ACCOUNTING PC POSITION: CPA/Secretary NATURE: Full Service Accounting Practice...Tax Preparation Consulting Tax Planning Tax Strategies1031 Exchanges Business Tax Individual Tax Partnership, Tax Estate, Tax Trust Returns, INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 120 START DATE: 09/12/2012 ADDRESS: 1580 Valley River Dr., Suite 290, Eugene OR 97401, United States DESCRIPTION: Prepare Tax Returns Review Tax Returns IRS & State Notices, Sign & Submit Tax Returns ,Consult with Clients Tax Strategies 2) 3-STAR RENTROLL LLC POSITION: Member NATURE: Real Estate Rental Property. This is the entity that holds the Rental Real Estate Property, Rents Received are through ApleBerry Ventures LLC. INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 02/20/2019 ADDRESS: 1580 Valley River Dr., Suite 290, Eugene OR 97401, United States DESCRIPTION: No responsibilities. Responsibilities are maintained through ApleBerry.3 Star Holds The Property. ApleBerry Ventures collects the rent. Principle Accounting does records the transactions within 3 Star for Bookkeeping and Tax Preparation. 3) STAR MEAT COMPANY, INC. POSITION: Shareholder NATURE: Butcher Shop... Processing Livestock, Beef, Pork, Lamb, and Game Meat Processing INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 02/20/2019 ADDRESS: 90362 Prairie Road, Eugene OR 97402, United States DESCRIPTION: I do not take part in the operations of this company. Ownership will be closed out by year end, I have no duties tied to this entity... 4) APLEBERRY VENTURES, LLC POSITION: Member NATURE: Rental Income. Currently this Entity does not Hold Real Estate.3-Star Rental holds the property. ApleBerry Ventures receives the income INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 02/20/2019 ADDRESS: 23897 Warthen Rd, Elmira OR 97437, United States DESCRIPTION: Manage Rent Income Family Partnership. Currently there are no other duties as the rental property is held through 3-Star Rentrol.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-12-21 |
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