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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-09-05 |
| TX | RA | APPROVED_RES | 2025-09-05 |
Branch Locations
3380 Trickum Rd Building 1200, Woodstock, GA 30188 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Avantax Investment Services, Inc. | Woodstock | GA | 10/2017 | 09/2025 |
| Unemployed | Woodstock | GA | 10/2007 | 10/2017 |
| Avantax Advisory Services | Woodstock | GA | 04/2020 | 09/2025 |
| Timewise Financial Llc | Woodstock | GA | 04/2020 | Present |
| Cetera Wealth Services, Llc | Woodstock | GA | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1)TimeWise Financial LLC; Financial Advisor; Financial Advisor, retirement planning; IR; 130; 04/13/2020; 3380 Trickum Rd Woodstock GA 30188; Meeting with clientsReview their accountsUpdate their retirement plansMeet with Prospects
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-03-06 |
| S63 | Uniform Securities Agent State Law Examination | 2018-03-02 |
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