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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2020-12-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Self Employed As Cpa & Attorney | Newberry | SC | 02/1973 | Present |
| Avantax Investment Services, Inc. | Newberry | SC | 05/1987 | 12/2020 |
| Avantax Advisory Services | Newberry | SC | 04/1994 | 12/2020 |
| Newberry Co Election Commission | Newberry | SC | 06/2012 | Present |
| Tanglewood Professional Associates Pa | Newberry | SC | 01/2010 | Present |
| Henry Summer And Co Inc | Newberry | SC | 01/2010 | Present |
| Avantax Insurance Agency, Llc | Newberry | SC | 11/1987 | 12/2020 |
| Sds Of Newberry Inc | Newberry | SC | 01/2011 | Present |
| Cambridge Investment Research, Inc. | Fairfield | IA | 12/2020 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 12/2020 | Present |
1) HENRY SUMMER AND COMPANY INC, 1508 LINDSAY ST, NEWBERRY SC, CPA/ENROLLED AGENT/TAX PREP/ACCOUNTINGS SERVICES, OWNER, 02/01/73, NIR, 30/WK- 25/TRADING 2) NEWBERRY COUNTY ELECTION COMMISSION, 1872 WILSON RD, NEWBERRY SC, BOARD MEMBER OF A NON- PUBLIC ENTITY, DIRECTOR, 06/01/12, NIR, 2/MO- 0/TRADING 3) TANGLEWOOD PROFESSIONAL ASSOCIATES PA, 1508 LINDSAY ST, NEWBERRY SC, ATTORNEY/PRESIDENT, 01/01/10, NIR, 10/MO- 2/TRADING 4) SDS OF NEWBERRY INC, 2715 COLLEGE ST, NEWBERRY SC, CPA/ENROLLED AGENT/TAX PREP/ACCOUNTING SERVICES, MANAGER, 01/01/11, NIR, 5/WK- 5/TRADING 5) HENRY SUMMER INSURANCE, 1508 LINDSAY ST, NEWBERRY,SC, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, 11/02/1987, NIR, OWNER, 2/MO- 2/TRADING 6) CRENSHAW STREET INVESTMENTS, LLC, 1508 LINDSAY ST, NEWBERRY SC, RENTAL OF REAL ESTATE OWNER, 01/01/1986, NIR, 2/MO- 0/TRADING 7) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL-20/WK-20/TRADING 12/08/20 8) NEWBERRY AREA COUNCIL ON MINISTRIES OF THE UNITED METHODIST CHURCH / 1005 College St, Newberry SC 29108 / 06/30/1997 / NIR / BOARD MEMBER - TRESURER / 1 HR/MO - 0 HR/MO TRADING 9) HENRY SUMMER AND COMPANY INC, 1508 Lindsay St, Newberry, SC 29108, 02/01/1973, Owner, Tax Services, NIR, 10 HR/MO – 8 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1987-06-12 |
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