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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
11175 Cicero Drive Suite 100, Alpharett, GA 30022 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Avantax Investment Services, Inc. | Roswell | GA | 05/2009 | 09/2025 |
| Avantax Advisory Services | Roswell | GA | 08/2009 | 09/2025 |
| Meeks & Associates Llc | Roswell | GA | 09/2011 | Present |
| Cetera Wealth Services, Llc | Alpharetta | GA | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
Meeks & Associates LLC~'NIR'~11175 Cicero Dr, Suite 100~Alpharetta~GA~30022~Tax Preparation/Accounting~Owner/Sole Proprietor~9/13/2011~160hrs~110hrs~Management and supervision of the Firm, client relations, representation of client's before the IRS, tax and planning, preparation of tax returns|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-07-02 |
| S65 | Uniform Investment Adviser Law Examination | 2004-09-28 |
| S63 | Uniform Securities Agent State Law Examination | 2004-07-23 |
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