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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-09-05 |
Branch Locations
2 disclosure categories 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 |
|---|---|---|---|---|
| Lpl Financial Llc | Graham | NC | 01/2012 | 08/2022 |
| Ifg Advisory, Llc | Graham | NC | 02/2015 | 08/2022 |
| Avantax Investment Services, Inc. | Graham | NC | 09/2022 | 09/2025 |
| Avantax Advisory Services | Graham | NC | 09/2022 | 09/2025 |
| Avantax Insurance Agency Llc | Graham | NC | 09/2022 | 09/2025 |
| Bglw Llc Dba Envision Wealth Partners | Graham | NC | 12/2014 | Present |
| Cetera Wealth Services, Llc | Graham | NC | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) BGLW LLC DBA ENVISION WEALTH PARTNERS; POSITION: Member NATURE: DBA name for investment services INVESTMENT RELATED: Yes NUMBER OF HOURS: 130 SECURITIES TRADING HOURS: 130 START DATE: 12/23/2014; ADDRESS: 845 S Main Street, Suite 200, Graham NC 27253, United States; DESCRIPTION: My business partner and I meet with investment clients and provide advice. We work with individuals who are seeking assistance preparing for retirement, preparing for college expenses, managing income in retirement and debt control. We talk with clients periodically to review investments and the attainment of goal objectives. 2) SALVATION ARMY POSITION: Advisory Board Member NATURE: Member of 12 person Advisory Board. Attend monthly meetings INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 05/22/2024 ADDRESS: 812 N Anthony Street, Burlington NC 27217, United States DESCRIPTION: Participate in meetings and activities of the Board and the local organization
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-09-24 |
| S63 | Uniform Securities Agent State Law Examination | 1998-06-18 |
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