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300 Parkland Plaza, Ann Arbor, MI 48103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2021-02-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bolivar Tax & Financial Services | Bolivar | MO | 12/1981 | 12/2022 |
| Avantax Investment Services, Inc. | Bolivar | MO | 11/1986 | 02/2021 |
| Avantax Advisory Services | Bolivar | MO | 12/1993 | 02/2021 |
| Avantax Insurance Agency, Llc | Bolivar | MO | 09/1989 | 02/2021 |
| Parkland Securities, Llc. | Ann Arbor | MI | 02/2021 | Present |
| Spc | Ann Arbor | MI | 02/2021 | Present |
Prime Accounting Solutions, Bolivar, MO. Employed as a tax preparer to prepare income tax returns for individuals and businesses. Start date: 1/2/23, approx. 160 hrs/mo during tax season.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1986-12-01 |
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