Donnie Bruce Sweat

Current Employers

Employment History

• 01/1994 → Present
  Lee And Turner, Pc
  Milledgeville, GA
• 11/1998 → 09/2025
  Avantax Investment Services, Inc.
  Wrightsville, GA
• 07/2013 → Present
  The State Life Insurance Company
  Indianaplois, IN
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Sandersville, GA
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2018-11-14 → 2025-09-05
  Avantax Advisory Services
  Wrightsville, GA

Other Businesses

1) Sweat & Associates LLC~'NIR'~8659 S Marcus St~Wrightsville~GA~31096~Tax Preparation/Accounting~Tax Preparation/Accounting~12/1/2009~10hrs~0hrs~I prepare individual income tax returns. 2) Buckhead Brokerage Group~'NIR'~241 W Wieuca Rd STE 200~Atlanta~GA~30342~Independent Insurance Agent~Insurance Sales Agent~1/27/2012~10hrs~10hrs~Sales of non-security related insurance|The State Life Insurance Company~'NIR'~PO Box 406~Indianapolis~IN~46206~Independent Insurance Agent~Insurance Sales Agent~7/8/2013~1hrs~0hrs~Non-securities insurance sales 3) Wrightsville Rotary~'NIR'~PO Box 232~Wrightsville~GA~31096~Other~Other~7/1/2007~1hrs~0hrs~Secertary, mailing member info. 4) Southeastern Technical College~'NIR'~3001 E First St~Vidalia~GA~30474~Other~Member of the Board of Directors~10/20/2011~1hrs~0hrs~Curriculum policy review and approval 5) Rental Property~'NIR'~949 Autumn Ridge Way~Sevierville~TN~37862~Real Estate~Owner/Sole Proprietor~6/1/2016~0hrs~0hrs~No job responsibilities 6 Owner Donnie B. Sweat~'NIR'~8659 S Marcus St~Wrightsville~GA~31096~Tax Preparation/Accounting~Tax Preparation/Accounting~1/1/1998~30hrs~20hrs~Individual tax preparation 7) Sweat & Harrison LLC~'NIR'~8659 S Marcus St~Wrightsville~GA~31096~Accounting Services/Tax Preparation~Owner~12/1/2017~120hrs~40hrs~Business and personal tax return preparation. 8) Freeman Sweat & Harrison LLC~'NIR'~507 Academy Ave~Dublin~GA~31040~Accounting Services/Tax Preparation~Other~12/1/2017~16hrs~4hrs~Business and personal tax return preparation. 9) Sweat & Harrison of Wrightsville LLC~'NIR'~8659 S Marcus St~Wrightsville~GA~31096~Accounting Services/Tax Preparation~Other~12/1/2017~16hrs~4hrs~Business and personal tax return preparation. 10) Sweat & Harrison of Sandersville LLC~'NIR'~131 B W Haynes St~Sandersville~GA~31082~Accounting Services/Tax Preparation~Other~12/1/2017~16hrs~4hrs~Business and personal tax return preparation. 11) 8659 Properties LLC~'NIR'~8659 S Marcus St~Wrightsville~GA~31096~Rental Property~Other~12/1/2017~4hrs~1hrs~Manage and operate the rental property. 12) Sandersville First Baptist Church~'NIR'~316 Mathis Ln~Sandersville~GA~31082~Board Position/Officer~Other~1/13/2019~1hrs~1hrs~We meet one per month to review budget reports. 100% of time is devoted to these matters| 13) JOCO INVESTMENT GROUP; POSITION: General partner NATURE: Residential and commercial rental property INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2021 ADDRESS: 8659 S. Marcus St, Wrightsville GA 31096, United States DESCRIPTION: Collect rents and pay any related expenses related to this real property. 14)The State Life Insurance Company; Insurance Sales Agent; Independent Insurance Agent; IR; ; 07/08/2013; PO Box 406 Indianapolis IN 46206; Non-securities insurance sales 15)Bookkeeping, and income tax preparation.; Accounting Services/Tax Preparation; NIR; 4; 12/01/2017; 507 Academy Ave GA 31040; Business and personal tax return preparation

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-05-14
• S63 Uniform Securities Agent State Law Examination
  1997-09-16