J Michael Cloyd

Current Employers

Employment History

• 10/2004 → 01/2017
  H.D. Vest Investment Services
  London, KY
• 02/2008 → 01/2017
  H.D. Vest Advisory Services
  London, KY
• 01/2017 → 10/2019
  1St Global Capital Corp.
  London, KY
• 01/2017 → 10/2019
  1St Global Advisors, Inc.
  London, KY
• 01/2017 → 09/2025
  Avantax Insurance Services, Inc.
  London, KY
• 10/2019 → 09/2025
  Avantax Investment Services, Inc.
  London, KY
• 10/2019 → 09/2025
  Avantax Advisory Services
  London, KY
• 11/1980 → Present
  Cloyd & Associates Psc
  London, KY
• 09/2025 → Present
  Cetera Wealth Services, Llc
  London, KY
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2019-10-25 → 2025-09-05
  Avantax Advisory Services
  Dallas, TX
  London, KY
  Dallas, TX
• 2017-01-04 → 2019-10-25
  1St Global Advisors Inc
  London, KY
• 2008-02-25 → 2016-12-31
  Avantax Advisory Services
  London, KY

Other Businesses

1) CUMBERLAND VALLEY OFFICE SUPPLIERS INC POSITION: STOCKHOLDER NATURE: OFFICE SUPPLIES AND FURNITURE SALES INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 10/01/1990 not involved in daily business activities. End of year tax preperation. 2) INDUSTRIAL RENTALS, LLC POSITION: Owner NATURE: RENTAL REAL ESTATE INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 07/01/2000 ADDRESS: Black Road, London KY 40741, Rental property 3) CLOYD INVESTMENT SERVICES POSITION: owner NATURE: Name of sign for my investment business. INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 1 START DATE: 02/01/2017; ADDRESS: 1301 West Fifth Street, London KY 40741, It is just a sign for my investment business 4) SPIRO, LLC "RENTAL PROPERTY" POSITION: MEMBER NATURE: RENTAL REAL ESTATE INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 06/15/2005 ADDRESS: 1303 west fifth street, London KY 40741, Prepare year end tax return 5) GREATSTONE POINT LLC POSITION: member NATURE: rental real estate INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 11/02/2017 ADDRESS: 2410 Greatstone Point, Lexington KY 40504, United States DESCRIPTION: office building rented to our CPA firm in Lexington Kentucky. Not investment related 6) PITTSBURG PROPERTIES, LLC "RENTAL PROPERTY" POSITION: MEMBER NATURE: RENTAL REAL ESTATE INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/1998 ADDRESS: 1301 WEST FIFTH STREET, London KY 40741, Prepare year end tax return 7) K&M ENTERPRISES OF LONDON, KENTUCKY, LLC "RENTAL PROPERTY" POSITION: MEMBER NATURE: RENTAL REAL ESTATE INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 10/10/1994 ADDRESS: 1301 WEST FIFTH STREET, London KY 40741, Prepare year end tax return 8) CLOYD & WALDEN, LLC "RENTAL PROPERTY" POSITION: MEMBER NATURE: RENTAL REAL ESTATE INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 10/01/1990 ADDRESS: 1700 FOREST DRIVE, Corbin KY 40701, Prepare year end tax return. 9) SYCAMORE PLACE LLC POSITION: 50% PARTNER NATURE: THIS ENTITY WAS ESTABLISHED 8/1/2022 TO AQUIRE RESIDENTIAL REAL ESTATE INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 08/01/2022; ADDRESS: 1301 West Fifth Street, London KY 40741, THIS ENTITY WILL AQUIRE AND HOLD RESIDENTIAL REAL ESTATE. THE CLOSING OF THE AQUIRED REAL ESTATE IS SET FOR 8/31/21. 10) CLOYD & ASSOCIATES PSC POSITION: CPA NATURE: CPA PRACTICE INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 11/06/1980 ADDRESS: 1301 West Fifth Street, London KY 40741, United States DESCRIPTION: MEET WITH CLIENTS AND FILE TAX RETURNS. DO ACCOUNTING WORK

Exams

• S63 Uniform Securities Agent State Law Examination
  1988-07-18

Designations

Other Names

• Jack M Cloyd
• J Michael Cloyd