Timothy D Lott

Current Employers

Employment History

• 09/1983 → Present
  Naden Lean, Llc
  Hunt Valley, MD
• 12/2007 → 10/2019
  1St Global Capital Corp
  Hunt Valley, MD
• 04/2008 → 09/2025
  Avantax Insurance Services, Llc.
  Hunt Valley, MD
• 07/2008 → 10/2019
  1St Global Advisors, Inc.
  Hunt Valley, MD
• 10/2019 → 09/2025
  Avantax Advisory Services
  Hunt Valley, MD
• 10/2019 → 09/2025
  Avantax Investment Services, Inc.
  Hunt Valley, MD
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Sparks, MD
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 01/2026 → Present
  Paved Wealth Partners, Llc
  Sparks, MD

Previous Registrations

• 2019-10-25 → 2025-09-05
  Avantax Advisory Services
  Sparks, MD
• 2008-07-09 → 2019-10-25
  1St Global Advisors Inc
  Timonium, MD
  Hunt Valley, MD

Other Businesses

1) N/L HEALTHCARE ADVISORY ACCOUNTING & TAX LLC POSITION: partner NATURE: MY CPA firm known as Naden/Lean LLC has segregated its business into two separate business units and I am nowowner and partner in one of the successor company's known as N/L Healthcare Advisory Accounting & Tax LLC INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 120 START DATE: 01/02/2023 ADDRESS: 53 Loveton Circle, Suite 120, Sparks MD 21152, United States DESCRIPTION: accounting & business advisory services. 2) NADEN LEAN, LLC; CPA-PARTNER; NIR; 09/01/1983; 3) NAME OF OTHER BUSINESS: PAVED WEALTH PARTNERS, LLC; INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 01/2026, POSITION/TITLE/RELATIONSHIP: PARTNER/FINANCIAL PROFESSIONAL, APX NUMBER OF HOURS PER WEEK: 1, APX NUMBER OF HOURS DURING TRADING HOURS: 0, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;

Exams

• S66 Uniform Combined State Law Examination
  2008-07-02