George Franklin Vieth

Current Employers

Employment History

• 08/1996 → Present
  Independent Order Of Foresters
  Nashville, TN
• 12/1997 → Present
  Veith & Associates
  Chattanooga, TX
• 08/2012 → Present
  Fp Tax Preparation Service
  Chattanooga, TN
• 09/2014 → 06/2021
  Voya Financial Advisors
  Chattanooga, TN
• 06/2021 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 03/2025 → Present
  Fp Tax Preparation Llp
  Chattanooga, TN

Previous Registrations

• 2004-03-19 → 2021-06-09
  Voya Financial Advisors, Inc.
  Chattanooga, TN
  Fort Myers, FL
  Signal Mountain, TN
  Des Moines, IA
  Norwalk, IA
  Windsor, CT

Other Businesses

1. NAME OF ENTITY: FP TAX PREPARATION SERVICE; YES; 505 CHEROKEE BLVD; CHATTANOOGA; TN; 37405; TAX PREPARATION; OWNER; 8/17/2012; 8; 8; TAX PREPARATION SERVICE; 2. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 1/2023; APX NUMBER OF HOURS PER WEEK: 2; APX NUMBER OF HOURS DURING TRADING HOURS: 2; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, HEALTH, DISABILITY, FIXED ANNUITIES AND LONG-TERM CARE; 3. NAME OF ENTITY:GEORGE WEALTH MANAGEMENT; YES; 8 PATTEN PARKWAY; CHATTANOOGA; TN; 37402; FINANCIAL SERVICES/DBA; OWNER; 5/4/2020; 260; 260; MEETING WITH CLIENTS TO DO FINANICAL PLANNING, FIXED INSURANCE BUSINESS, AND INVESMENT MANAGEMENT BUSINESS; 4. NAME OF OTHER BUSINESS: ELITE RESOURCE TEAM; INVESTMENT RELATED: NO; ADDRESS: 12636 HIGH BLUFF DR, SUITE 400 SAN DIEGO, CA 92130; NATURE OF BUSINESS: CPA REFERRALS; START DATE: 5/2023; POSITION/TITLE/RELATIONSHIP: REFERRER; APX NUMBER OF HOURS PER WEEK: VARIES; APX NUMBER OF HOURS DURING TRADING HOURS: VARIES; BRIEF DESCRIPTION OF DUTIES: INTRODUCING CPAS TO ELITE RESOURCE TEAM; 5. NAME OF OTHER BUSINESS: ST PETERS EPISCOPAL SCHOOL; INVESTMENT RELATED: NO; ADDRESS: 848 ASHLAND TERRACE CHATTANOOGA, TN 37415; NATURE OF BUSINESS: NON PROFIT; START DATE: 06/2024; POSITION/TITLE/RELATIONSHIP: Treasurer for the Board APX NUMBER OF HOURS PER WEEK: 3; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: REPORTING, PLANNING MEETINGS; 6. NAME OF OTHER BUSINESS: SIGMA CHI FRATERNITY; INVESTMENT RELATED: NO; ADDRESS: 905 SISKIN DR CHATTANOOGA, TN 37403; NATURE OF BUSINESS: EDUCATION; START DATE: 05/2024; POSITION/TITLE/RELATIONSHIP: ALUMNI ADVISOR; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: MENTOR THE CHAPTOR AT UNIVERSITY OF TENNESSEE CHATTANOOGA; 7. NAME OF OTHER BUSINESS: FP TAX PREPARATION LLP; INVESTMENT RELATED: NO, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: TAX PREP REFERRALS, START DATE: 03/2025, POSITION/TITLE/RELATIONSHIP: PART OWNER, APX NUMBER OF HOURS PER WEEK: 3, APX NUMBER OF HOURS DURING TRADING HOURS: 1, BRIEF DESCRIPTION OF DUTIES: PROSPECT AND REFER CLIENTS TO THE ACCOUNTANT; 8. NAME OF OTHER BUSINESS: COLLEGE FUNDING SERVICES; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: COLLEGE PLANNING; START: 5/2025; POSITION/TITLE/RELATIONSHIP: PROFESSIONAL; APX NUMBER OF HOURS PER WEEK: 10; APX NUMBER OF HOURS DURING TRADING HOURS: 10; DUTIES: OFFER COLLEGE PLANNING SERVICES; 9. NAME OF OTHER BUSINESS: WEALTH INC.; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: ESTATE PLANNING; START: 5/2025; POSITION/TITLE/RELATIONSHIP: PROFESSIONAL; APX NUMBER OF HOURS PER WEEK: 10; APX NUMBER OF HOURS DURING TRADING HOURS: 10; DUTIES: UTILIZE SERVICE TO PROVIDE ESTATE PLANNING NEEDS;

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-05-22
• S63 Uniform Securities Agent State Law Examination
  1997-03-13