I like #4, you got the color instructions right. I'd like to add a tagline <sorry>. Wording TK, but something along the lines of personalized service, helping you...., that kind of thing. Could Greek in something as a placeholder for now, 4-5 words.
Could I see a version with "tax group" expanded to match the width of "proactive"? Might not work, might end up too loose, but worth a shot. That would create a nice (and I hope not excessive) parallel with Mallery Financial logo.
Quibbles: Is the top of the type (proactive) a little too low relative to the top edge of the icon/mark? I realize we don't want it mathematically aligned, and but maybe there's a bit too much difference air?
Might need to fine-tune the degree to which the swoosh extends above the top edge of the mark. I think it should extend up above the edge, makes it more dynamic. I'm thinking distance should be somewhere between #4 and #54.
I like the caps and small caps of #64. Could I see a version with the correct tag line? Maybe a tamer bullet -- not the bullet hole (too complex), not the heavy hyphen (too heavy). Something more subtle?