Jon Robbin Harville

Current Employers

Employment History

• 07/2003 → 10/2019
  1St Global Capital Corp
  Somerset, KY
• 10/2005 → Present
  Evans, Harville, Atwell & Company, Cpas, Pllc
  Somerset, KY
• 02/2006 → 10/2019
  1St Global Advisors, Inc.
  Somerset, KY
• 10/2019 → 09/2025
  Avantax Advisory Services
  Somerset, KY
• 10/2019 → 09/2025
  Avantax Investment Services, Inc.
  Somerset, KY
• 08/2022 → Present
  Avantax Planning Partners, Inc.
  Somerset, KY
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Somerset, KY
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2019-10-25 → 2025-09-05
  Avantax Advisory Services
  Somerset, KY
• 2006-02-08 → 2019-10-25
  1St Global Advisors Inc
  Somerset, KY

Other Businesses

1) MOREHEAD STATE UNIVERSITY FOUNDATION BOARD POSITION: Board member NATURE: Board member INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 10/18/2019 ADDRESS: 121 E Second Street, Suite 109C, Morehead KY 40351, DESCRIPTION: I will vote on decisions made to most effectively assist the foundation with utilizing assets to help Morehead State University. 2) ORMOND SURFSIDE MANAGEMENT CORP. INC. POSITION: Board Member/Treasurer NATURE: I am a board member of this organization and have been asked to serve as Treasurer. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2021 ADDRESS: 1155 Ocean Shore Blvd, Ormond Beach FL 32176, DESCRIPTION: I will be responsible for overseeing the financial reporting of the entity to the board as well as occasionally being a check signature. 3) ORMOND RESORT MANAGEMENT CORPORATION POSITION: Board member/Treasurer NATURE: This company manages the rental program for the Ormond Surfside Management Corporation. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 02/01/2021 ADDRESS: 1155 Ocean Shore Blvd, Ormond Beach FL 32176, DESCRIPTION: I will serve on the board as well as Treasurer to the board. I will over see the financial reporting of the company to the board as well as occasionally sign checks of the corporation. 4) ORMOND SURFSIDE MANAGEMENT CORP. INC. POSITION: Board Member NATURE: I am a board member. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2022 ADDRESS: 1155 Ocean Shore Blvd, Ormond Beach FL 32176, United States; DESCRIPTION: I will a board member assisting in the decision making for the organization. 5) OCEAN SHORE 1155, INC. POSITION: Board member NATURE: This company manages the rental program for Ocean Shore 1155, Inc. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 02/01/2022; ADDRESS: 1155 Ocean Shore Blvd, Ormond Beach FL 32176, United States; DESCRIPTION: I will serve as a board member. 6) AVANTAX PLANNING PARTNERS, INC POSITION: Investment Advisor Rep NATURE: Financial planning and assistance to customers INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 30 START DATE: 05/04/2022; ADDRESS: 116 Tradepark Drive, Somerset KY 42503, Us; I provide referrals to Avantax Planning Partners, Inc representatives for detailed financial planning. 7) Evans Harville, Atwell & Company; Partner; CPA Firm; NIR; ; 08/01/1990; Somerset KY 42502;

Exams

• S66 Uniform Combined State Law Examination
  2004-09-30

Designations