Luke Watson

Current Employers

Employment History

• 09/2013 → 09/2022
  Avantax Investment Services, Inc.
  Mccormick, SC
• 08/2013 → 08/2023
  Aaron L. Watson , Pc
  Mccormick, SC
• 08/2014 → 09/2022
  Avantax Advisory Services
  Mccormick, SC
• 03/2018 → 09/2022
  Cae Simuflite
  Whippany, NJ
• 09/2022 → 10/2023
  Cambridge Investment Research, Inc.
  Mccormick, SC
• 09/2022 → 10/2023
  Cambridge Investment Research Advisors, Inc.
  Mccormick, SC
• 07/2022 → 01/2023
  Northeastern Aviation
  Farmingdale, NY
• 10/2021 → 10/2024
  Air Charter Express, Inc.
  Greenville, SC
• 07/2017 → Present
  Watson Aviation Holdings Inc.
  Mccormick, SC
• 04/2021 → Present
  Watson Aviation Flight Management Llc
  Mccormick, SC
• 08/2015 → Present
  Volans Tigris Enterprises, Llc
  Mccormick, SC
• 10/2023 → 09/2025
  Avantax Investment Services Inc.
  Mccormick, SC
• 10/2023 → 09/2025
  Avantax Advisory Services
  Mccormick, SC
• 10/2023 → 09/2025
  Avantax Insurance Agency, Llc
  Mccormick, SC
• 01/2024 → 10/2024
  Ataraxia Aviation, Llc
  Spartanburg, SC
• 10/2021 → 10/2024
  Air Charter Express, Inc.
  Greenville, SC
• 12/2014 → Present
  Aaron L Watson Pc
  Mccormick, SC
• 12/2014 → Present
  Aaron L Watson Llc
  Mccormick, SC
• 12/2024 → Present
  Polaris Aviation Solutions Llc
  Oakwood, GA
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Mccormick, SC
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 12/2025 → Present
  Cooley Construction Company Llc
  Lagrange, GA

Previous Registrations

• 2023-10-03 → 2025-09-05
  Avantax Advisory Services
  Dallas, TX
  Mccormick, SC
• 2022-09-30 → 2023-10-11
  Cambridge Investment Research Advisors, Inc.
  Mccormick, SC
• 2014-08-14 → 2022-10-07
  Avantax Advisory Services
  Clemson, SC

Other Businesses

1) WATSON AVIATION FLIGHT MANAGEMENT LLC POSITION: Sole Member NATURE: Provides contract pilot services by maintaining currency in training and qualification, securing travel to and from the aircraft to be flown, and invoicing customers after services have been complete. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 2 START DATE: 04/03/2021 ADDRESS: 110 South Main St, #1990, McCormick SC 29835, United States DESCRIPTION: 1. Pilot in Command, Second in Command2. Bookkeeping, financial planning and analysis3. Travel planning4. Adhering to FAA training requirements5. Maintaining pilot schedule 2) WATSON AVIATION HOLDINGS, INC. POSITION: Owner NATURE: Holding company whose only asset is an aircraft. The company maintains all required FAA documents and financial records of the aircraft. My father and I jointly own an airplane and lease it for recreational and business travel. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 2 START DATE: 07/14/2017 ADDRESS: 110 South Main St, McCormick SC 29835, United States DESCRIPTION: 1. financial planning, analysis, and recordkeeping2. Maintaining regulatory filings3. Verifying all maintenance inspections and life limited parts are up to date4. Negotiate lease terms with Operator5. Organizing aircraft schedule 3) VOLANS TIGRIS ENTERPRISES, LLC POSITION: Shareholder NATURE: provides investment planning, retirement planning, estate planning, financial planning, and risk analysis. INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 120 START DATE: 08/03/2015 ADDRESS: 110 South Main St, McCormick SC 29835, United States DESCRIPTION: 1. Financial Reporting2. Portfolio Analysis3. Processing Client Trades4. Managing client deposits/withdrawals5. Conducting client meetings 4) AARON L WATSON PC POSITION: Associate NATURE: tax/financial planning INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 12/15/2014 ADDRESS: 110 South Main St, McCormick SC 29835, United States DESCRIPTION: tax/financial planning 5) AARON L WATSON LLC POSITION: Associate NATURE: tax/financial planning INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 12/15/2014 ADDRESS: 110 South Main St, McCormick SC 29835, United States DESCRIPTION: tax/financial planning 6) POLARIS AVIATION SOLUTIONS LLC POSITION: Pilot NATURE: Second in Command, Aviation INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 20 START DATE: 12/16/2024 ADDRESS: 4239 Mundy Mill Road, #A, Oakwood, GA 30566, United States DESCRIPTION: 1. Flight Planning 2. Travel Coordination 3. Aeronautical Decision Making 4. Preflight/Postflight Inspections 5. Expense Reporting 7) WEALTHSPRING FINANCIAL PARTNERS LLC POSITION: Associate NATURE: Investment firms merging INVESTMENT RELATED: No NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 50 START DATE: 04/01/2025 ADDRESS: 191 Woodport Rd, #208H, Sparta NJ 07871, United States DESCRIPTION: financial planning client correspondence tax planning 8) NAME OF OTHER BUSINESS: COOLEY CONSTRUCTION COMPANY LLC; INVESTMENT RELATED: NO; ADDRESS: 2742 GREENVILLE ROAD, LAGRANGE, GA 30241; NATURE OF BUSINESS: CONSTRUCTION SERVICES; START DATE: 12/2025; POSITION/TITLE/RELATIONSHIP: VICE PRESIDENT; APX NUMBER OF HOURS PER WEEK: 2; APX NUMBER OF HOURS DURING TRADING HOURS: 2; BRIEF DESCRIPTION OF DUTIES: REVIEW FINANCIALS AND PROVIDE STRATEGIC INITIATIVES FOR THE COMPANY;

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-08-04
• S63 Uniform Securities Agent State Law Examination
  2014-07-14

Other Names

• Luke B Watson
• Luke Brundage Watson