Sheri Ann Mergenthaler

Current Employers

Employment History

• 01/2012 → 10/2019
  1St Global Capital Corp.
  Annapolis, MD
• 01/2012 → 10/2019
  1St Global Advisors, Inc.
  Annapolis, MD
• 05/2016 → Present
  Heimlantz Professional Corporation
  Annapolis, MD
• 01/2012 → 09/2025
  Avantax Insurance Services, Inc.
  Annapolis, MD
• 10/2019 → 09/2025
  Avantax Investment Services, Inc.
  Annapolis, MD
• 10/2019 → 09/2025
  Avantax Advisory Services
  Annapolis, MD
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Lexington Park, MD
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 03/2026 → Present
  Tide & Table Llc
  Annapolis, MD

Previous Registrations

• 2019-10-25 → 2025-09-05
  Avantax Advisory Services
  Dallas, TX
  Annapolis, MD
  Lexington Park, MD
  West River, MD
• 2012-05-07 → 2019-10-25
  1St Global Advisors Inc
  Annapolis, MD

Other Businesses

1) HEIMLANTZ CPAS AND ADVISORS POSITION: Wealth Management Advisor NATURE: This is just to rename our tax side of the business from HeimLantz Business and Tax Services to HeimLantz CPAs and Advisors. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 9 START DATE: 01/01/2014 ADDRESS: 180 Admiral Cochrane Drive, Suite 520, Annapolis MD 21401, United States DESCRIPTION: Wealth Management Advisor 2) MACPA INVESTMENT COMMITTEE POSITION: Committee Member NATURE: I will be on the investment committee to manage the MACPA's investment fund. We will meet quarterly with the MACPAs investment advisor to review the account. INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 05/14/2018 ADDRESS: 901 Dulaney Valley Road, Suite 800, Towson MD 21204, United States DESCRIPTION: Monitor and reveiw investments for MACPAs investment account. 3) NAME OF OTHER BUSINESS: TIDE & TABLE LLC INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: HOME AND HOSTING DECOR AND SOURDOUGH BAKED GOODS START DATE: 03/01/2026 POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: 10 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: DESIGNING AND CURATING TABLESCAPES, HELPING WITH DAY-TO-DAY OPERATIONS, DESIGNING FLOWER BOUQUETS

Exams

• S66 Uniform Combined State Law Examination
  2012-02-17

Designations

Other Names

• Sheri Ann Winegardner
• Sheri Ann Winegardner