Cynthia A Westervelt

Current Employers

Employment History

• 01/2018 → 04/2022
  Queensborough National Bank & Trust Co.
  Louisville, GA
• 05/2016 → 01/2018
  Edward Jones
  St. Louis, MO
• 02/2018 → 04/2022
  Lpl Financial Llc
  Augusta, GA
• 04/2022 → 10/2022
  Valic Financial Advisors, Inc.
  Atlanta, GA
• 10/2022 → 12/2024
  Morgan Stanley Smith Barney Llc
  Augusta, GA
• 01/2025 → Present
  Noble Oak Financial
  Augusta, GA
• 01/2025 → 09/2025
  Avantax Investment Services Inc.
  Augusta, GA
• 01/2025 → 09/2025
  Avantax Advisory Services
  Augusta, GA
• 01/2025 → 09/2025
  Avantax Insurance Agency, Llc
  Augusta, GA
• 09/2023 → Present
  Keystone Gardening Llc
  North, SC
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Augusta, GA
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2025-01-03 → 2025-09-05
  Avantax Advisory Services
  Augusta, GA
  Dallas, TX
• 2022-11-16 → 2025-01-06
  Morgan Stanley
  Augusta, GA
• 2022-05-02 → 2022-10-19
  Valic Financial Advisors, Inc.
  Atlanta, GA
• 2021-03-03 → 2022-05-06
  Lpl Financial Llc
  Augusta, GA

Other Businesses

1)NOBLE OAK FINANCIAL POSITION: Registered Client Services Associate NATURE: tax intelligent financial planning; wealth management; business planning; retirement planning INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 01/02/2025 ADDRESS: 147 Davis Road, STE B, Augusta GA 30907, United States DESCRIPTION: Answer phones, greeting clients, assist FA's and clients with account management, preparing reports, maintain client information. 2)KEYSTONE GARDENING LLC POSITION: Sole Member NATURE: To provide services to install and maintain pollinator gardens. To cultivate/grow pollinator plants that are native to the Southeast region, to be installed within the gardens that are serviced. INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 09/01/2023 ADDRESS: 2004 White Pine Drive, North SC 29841, United States DESCRIPTION: Cultivate/grow plants from seed for installation; plant installation; garden bed preparation; maintain gardens (watering, weeding, feeding, pruning)

Exams

• S66 Uniform Combined State Law Examination
  2021-02-27

Other Names

• Cynthia Denise Arrant
• Cynthia Westervelt Arrant
• Cynthia A Westervelt
• Cynthia Denise Westervelt
• Cynthia Westervelt
• Cynthia D Arrant
• Cindy Westervelt