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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-09-05 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Graham | NC | 12/2012 | 08/2022 |
| Ifg Advisory, Llc | Graham | NC | 02/2015 | 08/2022 |
| Avantax Investment Services, Inc. | Graham | NC | 09/2022 | 09/2025 |
| Avantax Advisory Services | Graham | NC | 09/2022 | 09/2025 |
| Avantax Insurance Agency Llc | Graham | NC | 09/2022 | 09/2025 |
| Bglw Llc Dba Envision Wealth Partners | Graham | NC | 12/2014 | Present |
| Cetera Wealth Services, Llc | Graham | NC | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) THE COMMITTEE TO ELECT MEREDITH EDWARDS; POSITION: Treasurer NATURE: this is a committee for a local gov't clerk of court INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 11/06/2017; 123 Baumen Ct, GRAHAM NC 27253, US; DESCRIPTION: Complete NC state board of election reports. 2) CITYGATE CHURCH; POSITION: Executive Board Member NATURE: executive board member to church(Religious Non-Profit Org). annual budget meeting other meetings on as needed basis; INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 03/24/2016; 2761 Longpine Rd, Burlington NC 27215, US; executive board member to church, annual budget meeting. 4) BGLW LLC DBA ENVISION WEALTH PARTNERS; POSITION: Member NATURE: DBA Name for Investment Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 130 SECURITIES TRADING HOURS: 130 START DATE: 12/23/2014; 845 S Main Street, Suite 200, Graham NC 27253, US; DESCRIPTION: DBA Name for Investment Services.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-04-13 |
| S63 | Uniform Securities Agent State Law Examination | 2007-09-14 |
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