Jacqueline W Nicholson

Current Employers

Employment History

• 11/2009 → 10/2019
  1St Global Capital Corp.
  Annapolis, MD
• 11/2009 → 10/2019
  1St Global Advisors, Inc.
  Annapolis, MD
• 05/2016 → Present
  Heimlantz Professional Corporation
  Ann, MD
• 10/2019 → 09/2025
  Avantax Advisory Services
  Annapolis, MD
• 10/2019 → 09/2025
  Avantax Investment Services, Inc.
  Annapolis, MD
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Annapolis, MD
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2019-10-25 → 2025-09-05
  Avantax Advisory Services
  Annapolis, MD
  Dallas, TX
  Annapolis, MD
• 2009-11-24 → 2019-10-25
  1St Global Advisors Inc
  Annapolis, MD
• 2007-08-14 → 2008-01-24
  Angevine & Associates, P.A.
  Annapolis, MD

Other Businesses

1) SAEFERN SADDLE & YACHT CLUB; POSITION: TREASURUR NATURE: BILL PAYING SERVICE INVESTMENT RELATED: No; 6; 0; 01/01/2014; Annapolis MD; TREASURER FOR COMMUNITY, COLLECT DUES, PAY BILLS. 2) HEIMLANTZ CPAS AND ADVISORS; POSITION: TAX MANAGER NATURE: TAX AND ACCCOUNTING PRACTICE INVESTMENT RELATED: No; 13; 4; 05/01/2006; Annapolis MD; Provide tax services for individuals, fiduciaries and some businesses 3) HEIMLANTZ FINANCIAL ADVISORS, LLC; POSITION: FINANCIAL ADVISOR NATURE: FINANCIAL SERVICES INVESTMENT RELATED: Yes; 20; 3; 02/01/2009; Annapolis MD; Provide financial services to clients 4) A J H IRRV TR; POSITION: Trustee (one of two) NATURE: Trust for deceased (Rev Tr turned Irrf Tr) INVESTMENT RELATED: No; 3; 0; 10/05/2017; 1690 Anne Court, Annapolis MD 21401; Administer terms of trust with co-trustee 5) T N B IRRV TRUST; POSITION: Trustee NATURE: Trustee INVESTMENT RELATED: No; 10; 0; 08/02/2022; 1690 Anne Ct, Annapolis MD 21401; Sole Trustee

Exams

• S66 Uniform Combined State Law Examination
  2010-01-28

Designations

Other Names

• Jacqueline Ruth Warner
• Jacqueline Warner Harrison
• Jacqueline W. Nicholson
• Jackie Nicholson