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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-09-05 |
| FL | RA | APPROVED | 2025-08-19 |
Branch Locations
905 M L King Jr Drive Suite 100, Tarpon Springs, FL 34689 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Billingham & Associates | Tarpon Springs | FL | 01/1979 | Present |
| Avantax Investment Services, Inc. | Tarpon Springs | FL | 04/1988 | 09/2025 |
| Avantax Advisory Services | Tarpon Springs | FL | 10/1993 | 09/2025 |
| Billingham Capital Management Group Inc | Tarpon Springs | FL | 11/2019 | Present |
| Avantax Insurance Agency, Llc | Tarpon Springs | FL | 11/2019 | 09/2025 |
| Billingham & Akin Financial | Tarpon Springs | FL | 11/2017 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 08/2025 | Present |
| Cetera Wealth Services, Llc | Tarpon Springs | FL | 09/2025 | Present |
| Cetera Investment Advisers Llc | Tarpon Springs | FL | 09/2025 | Present |
1) PETER A BILLINGHAM~'NIR'~905 M.L. KING DR, SUITE 610~TARPO SPRINGS~FL~34689~Independent Insurance Agent~Insurance Sales Agent~3/3/1992~2hrs~2hrs~OCCASIONAL SALE OF HEALTH RELATED INSURANCE 2) Billingham & Associates~'NIR'~905 M.L. KING DR, SUITE 610~TARPON SPRINGS~FL~34689~Tax Preparation/Accounting~Owner/Sole Proprietor~1/1/1979~160hrs~160hrs~TAX PREPARATION AND ACCOUNTING SERVICES 3) Billingham Capital Management Group Inc~'IR'~905 Martin Luther King Dr., Suite 100~Tarpon Springs~FL~34689~Other~Owner~11/1/2019~160hrs~130hrs~Have direct client contact as well as supervision of others in the office. Prepare tax returns. 4)BILLINGHAM & AKIN FINANCIAL; POSITION: Part owner NATURE: D/B/A name of Billingham Capital Management Group Inc.sale of securities and related investments through Avantax Investment Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 11/28/2017; 905 M L King Jr Drive, Suite 100, Tarpon Springs FL 34689; meet with clients, sales, day to day operations, tax advise and representation
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2006-03-07 |
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