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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-09-05 |
| VA | RA | APPROVED | 2025-09-05 |
Branch Locations
13872 Coalfield Commons Pl Suite 104, Midlothian, VA 23114 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gregg & Bailey, Cpas | Midlothian | VA | 10/2006 | 01/2020 |
| 1St Global Capital Corp. | Midlothian | VA | 07/2007 | 10/2019 |
| 1St Global Advisors, Inc. | Midlothian | VA | 11/2007 | 10/2019 |
| Avantax Insurance Services, Inc. | Midlothian | VA | 05/2008 | 09/2025 |
| Avantax Advisory Services | Midlothian | VA | 10/2019 | 09/2025 |
| Avantax Investment Services, Inc. | Midlothian | VA | 10/2019 | 09/2025 |
| Gregg & Associates, Llc | Midlothian | VA | 01/2020 | Present |
| Cetera Wealth Services, Llc | Midlothian | VA | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) COMMONWEALTH FINANCIAL ADVISORS, LLC POSITION: PARTNER NATURE: FINANCIAL SERVICES INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 4 START DATE: 10/01/2006 DESCRIPTION: Provide financial services to clients 2) GREGG & ASSOCIATES LLC POSITION: Owner NATURE: CPA firm that provides tax preparation and accounting services for individuals and small business owners. INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 01/01/2020 ADDRESS: 201 Wylderose Commons, Ste. 100, Midlothian VA 23113, United States DESCRIPTION: I provide tax planning and preparation services to individuals & small business owners.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-11-02 |
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