Suzanne Marie Cory

Current Employers

Employment History

• 09/2011 → 10/2019
  1St Global Capital Corp
  Jacksonville, FL
• 08/2008 → Present
  Masters Smith & Wisby Pa
  Jacksonville, FL
• 09/2011 → 10/2019
  1St Global Advisors Inc
  Jacksonville, FL
• 10/2019 → 09/2025
  Avantax Advisory Services
  Jacksonville, FL
• 10/2019 → 09/2025
  Avantax Investment Services, Inc.
  Jacksonville, FL
• 11/2020 → Present
  Jjcpa, Llc
  Jacksonville, FL
• 07/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Jacksonville, FL

Previous Registrations

• 2019-10-25 → 2025-09-05
  Avantax Advisory Services
  Jacksonville, FL
• 2012-04-02 → 2019-10-25
  1St Global Advisors Inc
  Jacksonville, FL
  Jacksonville, FL

Other Businesses

1) MSW WEALTH ADVISORS, LLC (FORMERLY MASTERS, SMITH & WISBY WEALTH ADVISORS) POSITION: FINANCIAL ADVISOR NATURE: WEALTH MANAGEMENT INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 2 START DATE: 01/01/2012 ADDRESS: , Jacksonville FL 32256, United States DESCRIPTION: REFER CLIENTS TO FINANCIAL ADVISOR AND OVERSEE FINANCIAL PLANNING AND IMPLEMENTATION 2) JJCPA, LLC POSITION: CPA NATURE: CPA Firm INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 11/01/2020 ADDRESS: 1817 Atlantic Blvd, Jacksonville FL 32207, United States DESCRIPTION: I prepare business and individual tax returns for a CPA firm. I am an employee of both Masters, Smith & Wisby and JJCPA, LLC and receive W-2s from both 3) Masters, Smith & Wisby, P.A.;NIR;

Exams

• S66 Uniform Combined State Law Examination
  2011-11-22

Other Names

• Suzanne Marie Phelan
• Suzie Cory