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11711 N. College Ave Suite 200, Carmel, IN 46032 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-06-21 |
Branch Locations
15715 S Dixie Highway Suite 231, Miami, FL 33157 • United States
11711 N. College Ave Suite 200, Carmel, IN 46032 • United States
15715 S. Dixie Highway, Suite 231, Miami, FL 33157 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 1989-10-06 |
Branch Locations
9350 S. Dixie Highway, Suite 210, Miami, FL 33156 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Automated Accounting | Miami | FL | 12/1984 | Present |
| Automated Finanical Planning | Miami | FL | 12/1985 | Present |
| Avantax Investment Services, Inc. | Palmetto Bay | FL | 10/1987 | 04/2022 |
| Archer Investment Corporation | Carmel | IN | 04/2022 | Present |
Automated Financial Planning~'NIR'~15715 S Dixie Highway, Suite 304~Miami~FL~33157~Marketing/Sales Manager~Sales Associate/Executive~12/1/1998~10hrs~0hrs~marketing executivesmall business assistance, budget and cost, products and services|Automated Accounting for Small Busi~'NIR'~15715 S. Dixie Highway, Suite 304~Miami~FL~33157~Tax Preparation/Accounting~Employee~1/1/2006~40hrs~0hrs~Tax Preparation/Accounting|Automated Fin'l. Plnng., Inc.~'NIR'~15715 S Dixie Highway, Suite 304~Miami~FL~33157~Independent Insurance Agent~Insurance Sales Agent~3/1/1996~20hrs~0hrs~insurance agent|
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