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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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Avantax Investment Services, Inc. | Whiteville | NC | 02/2013 | 09/2025 |
| Avantax Advisory Services | Whiteville | NC | 02/2013 | 09/2025 |
| W Greene Pllc | Whiteville | NC | 05/2014 | Present |
| M Wade Greene Llc | Whiteville | NC | 08/2013 | Present |
| Cetera Wealth Services, Llc | Whiteville | NC | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
M WADE GREENE LLC~'NIR'~251 Washington Street, PO Box 160~Whiteville~NC~28472~Accounting~Partner/General Partner~8/22/2013~160hrs~0hrs~ACCOUNTING AND OWNS OFFICE BUILDING|Michael Wade Greene~'NIR'~3351 Dolph Lewis Road, PO Box 84~Cerro Gordo~NC~28430~Agriculture~Owner/Sole Proprietor~9/1/2015~10hrs~0hrs~Buy/Sell Livestock10-20 head of cattle a year|Sovereign Asset Management LLC~'NIR'~1424 S JK Powell Blvd, Suite E~Whiteville~NC~28472~Accounting/Bookkeeping (No Tax Preparation)~Partner/General Partner~1/20/2014~100hrs~5hrs~Operation and/or Marketing Name for H.D.Vest Services|W Greene PLLC~'NIR'~251 Washington Street, PO Box 160~Whiteville~NC~28472~Tax Preparation/Accounting~ Partner/General Partner~7/1/2013~160hrs~120hrs~Tax and Accounting Services|W Greene PLLC~'NIR'~251 Washington Street, PO Box 160~Whiteville~NC~28472~Accounting~Partner/General Partner~5/29/2014~160hrs~10hrs~Accounting/Owner|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-02-19 |
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