Eric James Sharp

Current Employers

Employment History

• 01/2022 → Present
  Cour Tax Consultants
  Coventry, CT
• 11/2021 → Present
  Captain Hale Financial
  Coventry, CT
• 02/2001 → 01/2022
  S.K. Lavery Appliance
  Glastonbury, CT
• 06/2005 → Present
  Sharp Investments, Llc
  North Franklin, CT
• 07/2022 → 09/2025
  Avantax Investment Services Inc.
  Coventry, CT
• 07/2022 → 09/2025
  Avantax Insurance Agency, Llc
  Coventry, CT
• 11/2023 → 09/2025
  Avantax Advisory Services
  Coventry, CT
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Coventry, CT
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2023-12-14 → 2025-09-05
  Avantax Advisory Services
  Coventry, CT
  Dallas, TX

Other Businesses

1) SHARP INVESTMENTS LLC POSITION: Manager NATURE: From 2005 thru 2020 Sharp Investments LLC engaged in investment rental property purchase, sales, and management. In 2021, Sharp Investments LLC changed its business focus to Life Insurance Sales. Sharp Investments is now returning to Investment Property purchase/management however it has no properties at the moment. INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 06/06/2005 ADDRESS: 555 Rte 32, PO Box 144, North Franklin CT 06254 DESCRIPTION: Currently no duties as there are no properties held 2) NAME OF OTHER BUSINESS: CAPTAIN HALE FINANCIAL; INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 11/2025, POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 3) COUR TAX CONSULTANTS POSITION: Tax Specialist NATURE: - Provide complete and accurate tax returns for Individuals and Businesses- Tax Planning- IRS Letter and tax notice assistance- Business services such as payroll, book keeping- Tax Payer Advocacy with IRS INVESTMENT RELATED: No NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 50 START DATE: 01/01/2022 ADDRESS: 1776 Boston Turnpike, Coventry CT 06238 DESCRIPTION: Cour Tax Consultants does business as H&R Block - Provide complete and accurate tax returns for Individuals and Businesses- Appointment Scheduling- Daily cash out- Tax Payer Advocacy with IRS- Tax Planning 4) ADVISORY COMMITTEE TO CARING FAMILIES PREGNANCY SERVICES BOARD OF DIRECTORS POSITION: Member of the Advisory Committee to the Board NATURE: The Advisory committee provides input and suggestions to the Board of Directors based on their own personal experience in an effort to help further the goals and objectives of Caring Families in pursuit of its mission. The advisory committee has no governing power or fiduciary responsibility. It has no legal, executive, or administrative authority. Caring Families is a faith based non profit helping to empower individuals make informed decisions in life. Specifically providing spiritual, emotional, educational, and material support to individuals seeking help with pregnancy related issues. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 12/15/2022 ADDRESS: 37 Ivan Hill St, Willimantic CT 06226; DESCRIPTION: Attend meetings at least quarterly. Make recommendations to the board regarding strategic initiatives that can help grow and improve fund raising, community relations, programs, services, financial stewardship, as well as other various projects as presented. 5) COUR TAX CONSULTANTS DBA H&R BLOCK POSITION: Tax Specialist NATURE: Tax preparation services, tax advice INVESTMENT RELATED: No NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 50 START DATE: 01/01/2021 ADDRESS: 1776 Boston Turnpike, Coventry CT 06238 DESCRIPTION: tax preparation tax advice tax letter resolution Tax consultations Scheduling 6) NAME OF OTHER BUSINESS: REVELATION CHURCH; INVESTMENT RELATED: NO; ADDRESS: 166 BISHOP RD BOZRAH, CT 0633; NATURE OF BUSINESS: NON PROFIT; START DATE: 12/2025; POSITION/TITLE/RELATIONSHIP: ADVISORY BOARD MEMBER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: ATTEND MEETINGS, MAKE STRATEGIC INITIATIVE RECOMMENDATIONS TO GROW, IMPROVE MINISTRY, COMMUNITY RELATIONS, PROGRAMS AND SERVICES;

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-11-28
• S63 Uniform Securities Agent State Law Examination
  2022-09-19

Other Names

• Eric J Sharp
• Eric Sharp