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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 2025-09-05
  • NC RA
    APPROVED
    Since 2025-09-05

Branch Locations

102 North Main St., Creedmoor, NC 27522 • 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
Cozart & Edwards Pa Creedmoor NC 11/2006 Present
Avantax Investment Services, Inc. Creedmoor NC 12/2012 09/2025
Avantax Advisory Services Creedmoor NC 02/2018 09/2025
Cetera Wealth Services, Llc Creedmoor NC 09/2025 Present
Cetera Investment Advisers Llc Schaumburg IL 09/2025 Present
  • 11/2006 → Present
    Cozart & Edwards Pa
    Creedmoor, NC
  • 12/2012 → 09/2025
    Avantax Investment Services, Inc.
    Creedmoor, NC
  • 02/2018 → 09/2025
    Avantax Advisory Services
    Creedmoor, NC
  • 09/2025 → Present
    Cetera Wealth Services, Llc
    Creedmoor, NC
  • 09/2025 → Present
    Schaumburg, IL
Previous Registrations
  • 2018-02-14 → 2025-09-05
    Avantax Advisory Services
    Creedmoor, NC
Other Businesses

1) Cozart & Edwards PA~'NIR'~102 N Main St.~Creedmoor~NC~27522~Tax Preparation/Accounting~Partner/General Partner~11/1/2006~160hrs~130hrs~Tax prep,tax consulting,office admin,accounting 2) Converting Hearts Ministries, Inc.~'NIR'~PO Box 524~Creedmoor~NC~27522~Nonprofit~Member of the Board of Directors~12/31/2015~8hrs~4hrs~Chairman| 3) TWIN CIRCLES LLC POSITION: member NATURE: real estate rental INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2014 ADDRESS: 2202 Tar River Rd, Creedmoor NC 27522, United States DESCRIPTION: manager1) enter deposits2) pay bills3) reconcile bank account4) print reports5) prepare tax return 4) CREEDMOOR CAR WASH POSITION: partner NATURE: car wash INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2011 ADDRESS: 2202 Tar River Rd, Creedmoor NC 27522, United States DESCRIPTION: manager1) make deposits2) pay bills3) reconcile bank account4) print reports5) prepare tax return 5) CROSS CAR WASH LLC POSITION: member NATURE: real estate rental INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 11/08/2010 ADDRESS: 2202 Tar River Rd, Creedmoor NC 27522, United States DESCRIPTION: manager 6) ET COMMERCIAL LLC POSITION: member NATURE: real estate rental INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 06/24/2010 ADDRESS: PO Box 1070, Creedmoor NC 27522, United States DESCRIPTION: manager 7) ET PROPERTY LLC POSITION: member NATURE: real estate rental INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 07/01/2009 ADDRESS: 2202 Tar River Rd, Creedmoor NC 27522, United States DESCRIPTION: manager 8) TAKING CARE OF BUSINESS LLC POSITION: member NATURE: real estate rental INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 03/10/2003 ADDRESS: PO Box 7303, Greenville NC 27835, United States DESCRIPTION: manager 9) YOUR HOME OF NC LLC POSITION: member NATURE: rental properties INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 11/29/2005 ADDRESS: 2202 Tar River Rd, Creedmoor NC 27522, United States DESCRIPTION: manager 10) C & E REAL ESTATE LLC POSITION: member NATURE: real estate rental INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 06/11/2021 ADDRESS: 2202 Tar River Rd, Creedmoor NC 27522, United States DESCRIPTION: manager1) pay bills2) enter deposits3) reconcile bank account4) print reports5) prepare tax return 11)OUTDOOR DECOR INC POSITION: Vice-President NATURE: Outdoor Commercial Christmas Wreath decorations INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 11/01/2023 ADDRESS: 2202 TAR RIVER RD, CREEDMOOR NC 27522 DESCRIPTION: passive investor 12) PARHAM FARM LLC POSITION: MEMBER MANAGER NATURE: REAL ESTATE RESIDENTIAL RENTAL PROPERTY INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/31/2024 ADDRESS: 2202 TAR RIVER RD, Creedmoor NC 27522 DESCRIPTION: TREASURER pay the bills, enter deposits, reconcile bank account 13) 1005 LEWIS ST LLC POSITION: member manager NATURE: commercial real estate rental INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2024 ADDRESS: 1005 Lewis St, Oxford NC 27565, DESCRIPTION: investor, treasurer, enter deposits and expenses, reconcile bank account

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-02-06
S63 Uniform Securities Agent State Law Examination 2013-10-24
  • S66 Uniform Combined State Law Examination
    2018-02-06
  • S63 Uniform Securities Agent State Law Examination
    2013-10-24
Other Names
  • C. Wayne Edwards
  • Wayne Edwards
  • Carlton Wayne Edwards Iii

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