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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-09-05 |
Branch Locations
1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
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 | Alpharetta | GA | 12/2013 | 06/2025 |
| Merit Financial Advisors | Alpharetta | GA | 12/2013 | 01/2018 |
| Oceanview Ventures Llc | Atlanta | GA | 04/2024 | Present |
| Legacy Capital Advisors, Llc | Atlanta | GA | 06/2025 | Present |
| Avantax Investment Services Inc. | Atlanta | GA | 06/2025 | 09/2025 |
| Avantax Insurance Agency, Llc | Atlanta | GA | 06/2025 | 09/2025 |
| Avantax Advisory Services | Atlanta | GA | 06/2025 | 09/2025 |
| Cetera Wealth Services, Llc | El Segundo | CA | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) LEGACY CAPITAL ADVISORS, LLC POSITION: Financial Advisor NATURE: Legacy Capital offers investment planning, financial planning, retirement planning and tax planning services INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 120 START DATE: 05/16/2025 ADDRESS: 4401 Northside Pkwy, Suite 900, Atlanta GA 30327, United States DESCRIPTION: I provide investment advice and products to my clients. I offer wholistic financial planning, retirement planning, college planning, and insurance. 2) OCEANVIEW VENTURES LLC POSITION: Member NATURE: I will move over funds needed to pay office and business expenses from doing Avantax business to this entity. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 04/15/2024 ADDRESS: 265 Lackland Ct, Atlanta GA 30350, United States DESCRIPTION: my top 5 duties related to this entity are to move funds over to pay Avantax business expenses, pay rent, pay licensing and technology fees, pay registration fees, and pay any advertising or marketing expenses
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-01-13 |
| S63 | Uniform Securities Agent State Law Examination | 2003-01-13 |
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