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210 Jones St Ste. 104, Dubuque, IA 52001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2023-07-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fouts And Morgan, Certified Public Accountants, P.C. | Memphis | TN | 11/1990 | Present |
| Avantax Planning Partners | Memphis | TN | 07/2023 | Present |
1) AVANTAX PLANNING PARTNERS POSITION: Independent Advisor Rep NATURE: provide financial planning, provide wealth management advice, provide tax planning, provide estate and gift tax planning, provide investment advice INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 07/28/2023 ADDRESS: 5431 Rich Rd, Memphis TN 38120-1938, United States DESCRIPTION: Sole owner performing all management functions and providing financial planning , tax planning, wealth management, estate and gift planning, investment advice services to clients 2) FINANCIAL ADVISORY NETWORK, LLC POSITION: member NATURE: provide financial planning,provide wealth managementadvice,provide tax planning,provide estate and gift tax planning,provide investment advice INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 11/21/2001 ADDRESS: 1715 Aaron Brenner Dr, Ste. 700, Memphis TN 38120, United States DESCRIPTION: annual filingswith secretary of statesign annual tax return filingsoversee financial affairs of LLCmeet with clients to discuss financial and tax situationparticipate in client development meetings 3) FOUTS AND MORGAN, CERTIFIED PUBLIC ACCOUNTANTS, P.C. POSITION: Partner/CPA NATURE: Full service CPA firm providing audit, attest, tax, consulting, accounting services INVESTMENT RELATED: No NUMBER OF HOURS: 130 SECURITIES TRADING HOURS: 100 START DATE: 11/01/1990 ADDRESS: 1715 Aaron Brenner Dr, Ste. 700, Memphis TN 38120, United States DESCRIPTION: Vice President - oversee payroll and company financial statement preparation - oversee tax department and firm technology - provide CPA services to clients
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