Tiffany Nicole Greer

Current Employers

Employment History

• 08/2003 → Present
  Jim Durham
  Nashville, TN
• 08/2004 → 09/2025
  Avantax Investment Services, Inc.
  Nashville, TN
• 08/2005 → 09/2025
  Avantax Insurance Agency And/Or Avantax Insurance Services
  Nashville, TN
• 09/2025 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 06/2026 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Other Businesses

1) Mission 615, Inc.~318 East College Street, Ste 306~Dickson~TN~37055~Nonprofit~Secretary~11/1/2015~5hrs~0hrs~Board member of a local not for profit. Attend meetings, keep minutes of meetings, and do quarterly solicitation reports. 2) JIm R Dudham, CPA~171 B Belle Forest Circle~Nashville~TN~37221~Tax Preparation/Accounting~Accountant/Bookkeeper~9/8/2004~40hrs~40hrs~Taxes, Bookkeeping, Audits 3) Anchor Financial Group, LLC~171-B Belle Forest Circle~Nashville~TN~37221~Accounting~Accountant/Bookkeeper~12/1/2015~40hrs~40hrs~Partner 4) ANCHOR HOLDING GROUP, LLC POSITION: Partner NATURE: Own a building where our firm is located that the accounting firm rents. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2020; ADDRESS: 112 South Main Street, Dickson TN 37055, United States DESCRIPTION: Record payments for rental income Pay taxes and other expenses for the rental Maintain the property 5) RAMSEY PRO POSITION: Tax Pro NATURE: Dave Ramsey has me listed as a Tax Pro in my region. He sends me tax referrals through his tax referral program INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 12/01/2023 ADDRESS: 112 South Main Street, House, Dickson TN 37055, United States DESCRIPTION: Provide Tax advice according to clients that meet a certain criteria.

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-12-16
• S63 Uniform Securities Agent State Law Examination
  2004-11-29

Other Names

• Tiffany Nicole Ham
• Tiffany Nicole Bernard
• Tiffany Nicole Greeer