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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2025-09-05 |
| KY | RA | APPROVED | 2025-09-05 |
| TX | RA | APPROVED_RES | 2025-09-05 |
Branch Locations
312 2Nd St., Aurora, IN 47001 • United States
486 Helton Rd, Williamstown, KY 41097 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rbf Services Inc. | Williamstown | KY | 03/1999 | Present |
| Avantax Investment Services, Inc. | Williamstown | KY | 01/2000 | 09/2025 |
| Avantax Advisory Services | Williamstown | KY | 02/2000 | 09/2025 |
| Midland Insurance | Williamstown | KY | 10/2011 | 06/2019 |
| Avantax Insurance Agency, Llc | Williamstown | KY | 05/2002 | 09/2025 |
| Bottom Line Services | Williamstown | KY | 03/1999 | 08/2019 |
| Anthem | Williamstown | KY | 01/2005 | Present |
| St. Elizabeth Healthcare Foundation | Williamstown | KY | 08/2014 | Present |
| Fiduciary Appointment | Walton | KY | 09/2020 | 08/2026 |
| Rbf Services Inc. Dba Bottom Line Services | Williamstown | KY | 03/1999 | Present |
| Cetera Wealth Services, Llc | Aurora | IN | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) Todd W. Reed 486 Helton Road Williamstown KY 41097 Independent Insurance Agent Insurance Sales Agent 1/1/2004 8hrs~4hrs Insurance Agent 2) St. Elizabeth Healthcare Foundation Medical Village Drive Edgewood, KY 41017 Williamstown KY 41097 Other 8/25/2014 5hrs~1hrs I am volunteer for this organization. 3) RBF Services Inc. 486 Helton Road Williamstown KY 41097 Accounting Services/Tax Preparation Employee 3/1/1999 160hrs~65hrs I meet with clients, hire employees and manage this business. 4) FLORENCE CHRISTIAN CHURCH; POSITION: Trustee NATURE: I serve a trustee for my church. This is a volunteer position. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2021; 486 Helton Rd, Williamstown KY 41097: My church asks me to review documents and execute documents as appropriate from time to time. I serve along side two other trustees. 5) RBF SERVICES INC. DBA BOTTOM LINE SERVICES; POSITION: Vice President NATURE: Accounting Services/Tax Preparation INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 65 START DATE: 03/01/1999; 486 Helton Road, Williamstown KY 41097: I meet with clients, hire employees and manage this business.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-03-24 |
| S63 | Uniform Securities Agent State Law Examination | 2000-02-08 |
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