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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 |
Branch Locations
160 Clairemont Ave Ste 200, Decatur, GA 30030 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mma Cpa Inc | Decatur | GA | 01/2007 | Present |
| Avantax Advisory Services | Decatur | GA | 11/2024 | 09/2025 |
| Childcare Cfo Ltd Co | Decatur | GA | 08/2019 | Present |
| Childcare Business Academy Llc | Decatur | GA | 11/2022 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) MMA CPA INC POSITION: CPA NATURE: As the owner and a Certified Public Accountant (CPA) of our firm, we specialize in providing a full range of accounting services, including tax planning, tax preparation, tax representation, and tax resolution for both individuals and businesses. INVESTMENT RELATED: No NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 100 START DATE: 01/01/2007 ADDRESS: 160 Clairemont Ave, Decatur GA 30030 DESCRIPTION: Tax Preparation and Planning 2) CHILDCARE CFO LTD CO POSITION: CPA NATURE: accounting and tax webinars designed to provide comprehensive insights into bookkeeping, tax management, and tailored advice for the childcare industry. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 08/12/2019 ADDRESS: 160 Clairemont Ave, suite 200, Decatur GA 30030 DESCRIPTION: As a CPA, I provide expert accounting and tax advice to individuals and businesses, with a particular focus on helping clients navigate complex financial landscapes. My role involves offering strategic guidance on tax planning, compliance, and efficient bookkeeping practices to maximize financial health. 3) CHILDCARE BUSINESS ACADEMY LLC POSITION: CPA NATURE: I offer specialized accounting and tax webinars designed to provide comprehensive insights into bookkeeping, tax management, and tailored advice for the childcare industry. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 11/07/2022 ADDRESS: 160 Clairemont Ave, suite 200, Decatur GA 30030 DESCRIPTION: provide expert accounting and tax advice to individuals and businesses, with a particular focus on helping clients navigate complex financial landscapes. 4) AL HILAL SPORTS ASSOCIATION INC POSITION: DIRECTOR NATURE: Al Hilal Sports Association Inc. is a youth soccer organization offering weekend training programs for young athletes in the DeKalb County area. I serve as a board member INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 04/01/2023 ADDRESS: 4740 Memorial Dr Ste E, Decatur GA 30032 DESCRIPTION: I support the organization's accounting needs and manage the renewal of its annual registration.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-08-24 |
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