John William English

Current Employers

J W English Investment Management Services Llc

Indian Trail, NC • United States

Current Registrations

Authority	Category	Status	Date
NC	RA	APPROVED	2011-05-16

NC RA
APPROVED

Since 2011-05-16

Branch Locations

Indian Trail, NC • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
J W English Cpa Pllc	Charlotte	NC	03/1996	Present
English Investment Advisory Services (156731)	Indian Trail	NC	03/2011	Present

03/1996 → Present

J W English Cpa Pllc

Charlotte, NC
03/2011 → Present

English Investment Advisory Services (156731)

Indian Trail, NC

Previous Registrations

2001-12-31 → 2011-05-06

Avantax Advisory Services

Charlotte, NC

Other Businesses

DIAMOND DJS~'NIR'~1013 FARMINGHAM LN~~INDIAN TRAIL~NC~28079~OTHER~OWNER/SOLE PROPRIETER~3/2004~10HRS~0HRS~ASSOCIATE FOR MOBILE DJ ENTERTAINMENT~~JOHN ENGLISH CPA~'NIR'~1013 FARMINGHAM LN~~INDIAN TRAIL~NC~28079~TAX PREPARATION/ACCOUNTING~OWNER/SOLE PROPRIETER~1/1996~120HRS~90HRS~ACCOUNTING AND TAX PRACTICE-PREPARE TAX RETURNS AND WRITE UP WORK.~~PHONE TREE WIZARD LLC~'NIR'~1013 FARMINGHAM LN~~INDIAN TRAIL~NC~28079~OTHER~OWNER/SOLE PROPRIETER~11/2008~20HRS~10HRS~MANAGER

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1999-05-28
S63	Uniform Securities Agent State Law Examination	1999-05-20

S65 Uniform Investment Adviser Law Examination

1999-05-28
S63 Uniform Securities Agent State Law Examination

1999-05-20

Other Names

Jack English

View on SEC IAPD