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210 Jones St Ste. 104, Dubuque, IA 52001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-01-27 |
Branch Locations
5959 Topanga Canyon Blvd., Suite 335, Woodland Hills, CA 91367 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Premier Accounting & Tax Services Inc. | Woodland Hills | CA | 10/2009 | Present |
| Avantax Planning Partners, Inc. | Woodland Hills | CA | 12/2021 | Present |
1) PREMIER ACCOUNTING & TAX SERVICES, INC. POSITION: Director NATURE: Full Service Accounting Firm INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 10/01/2009 ADDRESS: 5959 TOPANGA CANYON BLVD., SUITE 335, Woodland Hills CA 91367, United States DESCRIPTION: I am the Director - Meeting with Clients, Preparing Tax Bookkeeping, Oversee Bookkeeping, Manage our support staff.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-01-27 |
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