Best Investors
Account
Sign in
1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2025-09-05 |
Branch Locations
200 Prosperity Drive, Knoxville, TN 37923 • United States
Powell, TN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Avantax Advisory Services | Knoxville | TN | 04/2022 | 09/2025 |
| Polaris Accounting & Tax Llc | Knoxville | TN | 06/2020 | Present |
| Polaris Cpas & Associates Ltd | Lake In The Hills | IL | 08/2014 | 06/2020 |
| Polaris Wealth Advisors | Knoxville | TN | 07/2022 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) Polaris Accounting & Tax LLC is licensed by the State of Tennessee under ID Number:4787 INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 06/22/2020; ADDRESS: 200 PROSPERITY DR, KNOXVILLE TN 37923, United States; DESCRIPTION: I am the majority owner of the firm. My primary responsibilities are: Overall firm management; Business development and sales; Providing all tax related services; Providing and overseeing all accounting, bookkeeping and payroll services; Providing all business consulting services 2) POLARIS WEALTH ADVISORS; POSITION: Managing Member NATURE: An assumed name has been adopted with the TN Secretary of State's office for my accounting practice. The wealth management services provided by my tax and accounting firm will be marketed and promoted under this assumed name. INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 07/28/2022; ADDRESS: 200 PROSPERITY DR, KNOXVILLE TN 37923, United States; DESCRIPTION: Provide wealth management and advisory services as part of my tax and accounting practice
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-07-07 |
Reach out to this advisor