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Current Employers
Cetera Investment Advisers Llc

1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2022-08-22
  • NC RA
    APPROVED
    Since 2022-08-22

Branch Locations

1610 Westchester Dr, High Point, NC 27262 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Avantax Investment Services, Inc. High Point NC 04/2012 Present
Payne Tax Group, Inc. High Point NC 02/2006 Present
Reid Tax Service Winston Salem NC 01/1988 Present
Avantax Advisory Services High Point NC 01/2016 Present
Payne Tax Group, Inc. High Point NC 02/2006 Present
Timothy Reid High Point NC 11/2018 Present
Avantax Insurance Agency, Llc High Point NC 11/2019 Present
Estate Of Wilma Farmer High Point NC 11/2018 05/2020
Cetera Financial Specialists Llc Schaumburg IL 08/2022 Present
Cetera Investment Advisers Llc Schaumburg IL 08/2022 Present
  • 04/2012 → Present
    Avantax Investment Services, Inc.
    High Point, NC
  • 02/2006 → Present
    Payne Tax Group, Inc.
    High Point, NC
  • 01/1988 → Present
    Reid Tax Service
    Winston Salem, NC
  • 01/2016 → Present
    Avantax Advisory Services
    High Point, NC
  • 02/2006 → Present
    Payne Tax Group, Inc.
    High Point, NC
  • 11/2018 → Present
    Timothy Reid
    High Point, NC
  • 11/2019 → Present
    Avantax Insurance Agency, Llc
    High Point, NC
  • 11/2018 → 05/2020
    Estate Of Wilma Farmer
    High Point, NC
  • 08/2022 → Present
    Cetera Financial Specialists Llc
    Schaumburg, IL
  • 08/2022 → Present
    Schaumburg, IL
Previous Registrations
  • 2016-01-19 → 2022-08-25
    Avantax Advisory Services
    High Point, NC
Other Businesses

1) REID TAX SERVICE; WINSTON SALEM, NC; NON-INVESTMENT RELATED; TAX PREPARATION/ACCOUNTING; OWNER/SOLE PROPREITOR; PREPARE TAX RETURNS; SINCE 01/1988; 12 HRS/MO 2) PAYNE TAX GROUP, INC; HIGH POINT, NC; NON-INVESTMENT RELATED; TAX PREPARATION/ACCOUNTING; PARTNER; PREPARE TAX RETURNS; SINCE 02/2006; 160 HRS/MO 3) MPT PARTNERSHIP; WINSTON SALEM, NV; NON-INVESTMENT RELATED; RENTAL PROPERTY; OWNER/MANAGEMENT; PARTNER; MANAGE RENTAL PROPERTY; SINCE 07/1989; 4 HRS/MO 4) WALLBURG RECREATIONAL CENTER, INC; WALLBURG, NC; NON-INVESTMENT RELATED; NONPROFIT; TREASURER; PAY BILLS/PROVIDE FINANCIAL STATEMENTS/HANDYMAN; SINCE 06/2007; 8 HRS/MO 5) HIGH POINT CIVITAN CLUB; HIGH POINT, NC; NON-INVESTMENT RELATED; DIRECTOR/OFFICER; PRESIDENT/SECRETARY; SINCE 10/2009; 2 HRS/MO 6) WALLBURG BAPTIST CHURCH; WALLBURG, NC; NON-INVESTMENT RELATED; TREASURER; PREPARE FINANCIAL STATEMENTS/HANDYMAN; SINCE 12/2019; 8 HRS/MO 7) NAME OF OTHER BUSINESS: AM PAYNE & ASSOCIATES, INC; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: TAX AND BOOKKEEPING SERVICES; START DATE: 01/2006; POSITION/TITLE/RELATIONSHIP: TAX PREPARER; APX NUMBER OF HOURS PER WEEK: LESS THAN 1 APX NUMBER OF HOURS DURING TRADING HOURS: LESS THAN 1; BRIEF DESCRIPTION OF DUTIES: TAX PREPARATION, ANSWER TAX QUESTIONS AND OFFICE MAINTENANCE;

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-01-02
S63 Uniform Securities Agent State Law Examination 2012-07-23
  • S65 Uniform Investment Adviser Law Examination
    2016-01-02
  • S63 Uniform Securities Agent State Law Examination
    2012-07-23
Other Names
  • Tim B Reid

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