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1 Concourse Parkway Ne, Atlanta, GA 30328 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AR | RA | APPROVED | 2024-02-02 |
Branch Locations
Fayetteville, AR • United States
1 Concourse Parkway Ne, Atlanta, GA 30328 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Radcliff Cpa | Fort Smith | AR | 08/2016 | 10/2017 |
| Thorn Group Cpa | Springdale | AR | 09/2016 | 05/2020 |
| Se Harris Holdings, Llc Dba Harris Cpa & Wealth Management | Rogers | AR | 05/2020 | Present |
| Cornerstone Wealth Management, Llc | Rogers | AR | 01/2022 | 08/2022 |
| Level Four Advisory Services | Fort Smith | AR | 05/2019 | 06/2021 |
| Avantax Advisory Services | Fort Smith | AR | 07/2021 | 01/2022 |
| Highlight Reel, Llc | Fayetteville | AR | 12/2021 | Present |
| Avantax Advisory Services | Rogers | AR | 08/2022 | 01/2024 |
| Avantax Insurance Agency, Llc | Rogers | AR | 08/2022 | 12/2023 |
| Ajax Capital Advisors, Inc. | Rogers | AR | 01/2024 | Present |
| Agate Cpa | Rogers | AR | 11/2023 | Present |
-Agate CPA; Not Investment related; Rogers, AR; CEO; Start Date: 11/2023; Approximately 150 Hrs/Mo -SE Harris Holdings, LLC dba Harris CPA & Wealth Management; Not investment related; Fayetteville, AR; Manager; Start Date: 05/2020; Approximately 1 HR/MO during trading hours; Owner and Operations Dir; Hold client meetings/prepare tax returns. -INSURANCE SALES; INVESTMENT-RELATED; FAYETTEVILLE, AR; INSURANCE SALES; APPROXIMATELY 10 HR/MO DURING TRADING HOURS; SALES OF VARIOUS INSURANCE PRODUCTS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-06-19 |
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