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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2025-09-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Advanced Tax & Income Services | Nashville | TN | 01/1992 | Present |
| Avantax Investment Services, Inc. | Nashville | TN | 07/1998 | 09/2025 |
| Avantax Advisory Services | Nashville | TN | 03/2004 | 09/2025 |
| Cetera Wealth Services, Llc | Nashville | TN | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
ADVANCED TAX & INCOME SERVICES~'NIR'~1008-B FORREST AVE~NASHVILLE~TN~37206~Tax Preparation/Accounting~Tax Preparation/Accounting~4/16/1992~225hrs~225hrs~OVERSEE DAILY OPERATION, TAX PREPARER| SHILOH BAPTIST CHURCH POSITION: Chairman-Teller Ministry NATURE: The Teller Ministry is responsible for accurate counting of charitable contributions received by the church, as well as accountability and recordkeeping to both the giver and the recipient (the church). INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2019 ADDRESS: 6434 John Hagar Rd, Mt Juliet TN 37122, United States DESCRIPTION: As chairman of this ministry, I am responsible for: identifying weekly tasks associated with counting of charitable contributions received by the church forming unique teams for each Sunday of the month verifying compliance with church rules & bylaws making cash deposits as needed
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1998-09-03 |
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