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120 Mosaic Blvd. Suite 200-7, Pittsboro, NC 27312 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2022-09-28 |
Branch Locations
120 Mosaic Blvd. Suite 200-7, Pittsboro, NC 27312 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wake Tech | Raleigh | NC | 08/2015 | 02/2017 |
| Michelle Sosnowski Cpa | Holly Springs | NC | 02/2017 | 04/2017 |
| Stephens & Nashland Cpas | Durham | NC | 06/2017 | 12/2018 |
| Old House Bookkeeping & Tax, Llc | Chapel Hill | NC | 09/2019 | Present |
| Matt Rubush, Cpa | Cary | NC | 09/2018 | 12/2022 |
| Millennium Planning Group, Llc | Cary | NC | 09/2022 | Present |
Name of other business: Old House Bookkeeping & Tax, LLC; Investment related: No; Address of the other business: 9555 US Hwy 15-501N, Chapel Hill, NC, 27517, USA.; Position: President; Start date: 09/15/2019. Hours per month devoted to the business: During trading hours: 120; Outside trading hours: 40. Duties related to the other business: Mr. Rubush prepares tax returns for businesses and individuals. Processed payrolls through third-party software, bookkeeping for small businesses, some tax planning and answered questions for clients in meetings and through phone, email, text, and video conferencing.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-08-08 |
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