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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2025-09-05 |
Branch Locations
171-B Belle Forest Circle, Nashville, TN 37221 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Avantax Investment Services, Inc. | Nashville | TN | 05/2015 | 09/2025 |
| Avantax Advisory Services | Nashville | TN | 01/2016 | 09/2025 |
| Cetera Wealth Services, Llc | Dickson | TN | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) Anchor Financial Group, LLC~NIR~171B Belle Forest Circle~Nashville~TN~37221~Tax Preparation/Accounting~Partner/General Partner~12/1/2015~160hrs~160hrs~Partner. 2) Durham CPA's~NIR~171 B Belle Forest Circle~Nashville~TN~37221~Accounting~Tax Preparation/Accounting~5/1/2015~120hrs~60hrs~Accounting, Bookkeeping and Tax Preparation. 3) ANCHOR HOLDING GROUP, LLC POSITION: Partner NATURE: It is a holding LLC for the building that Anchor Financial Group operates from. INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 06/01/2020 ADDRESS: 112 South Main street, Dickson TN 370551814, United States DESCRIPTION: Pay the bills, do maintenance, oversee repairs.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-09-09 |
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