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Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2025-09-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tyler, Simms & St. Sauveur, Cpas, P.C. | Lebanon | NH | 07/1997 | Present |
| 1St Global Capital Corp. | Lebanon | NH | 01/2017 | 10/2019 |
| 1St Global Advisors, Inc. | Lebanon | NH | 01/2017 | 10/2019 |
| Avantax Insurance Services, Inc. | Lebanon | NH | 09/2018 | 09/2025 |
| Avantax Advisory Services | Lebanon | NH | 10/2019 | 09/2025 |
| Avantax Investment Services, Inc. | Lebanon | NH | 10/2019 | 09/2025 |
| Tsswmm Financial Group | Lebanon | NH | 02/2024 | Present |
| Tsswmm Financial Group | Lebanon | NH | 02/2024 | Present |
| Ascend Partner Services Llc | Lebanon | NH | 05/2024 | Present |
| Ascend Partners Holdings Llc | Lebanon | NH | 05/2024 | Present |
| Tswm Advisory Group | Lebanon | NH | 06/2025 | Present |
| Cetera Wealth Services, Llc | Lebanon | NH | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) MASCOMA MUTUAL FINANCIAL SERVICES CORPORATION POSITION: CORPORATOR NATURE: THIS IS A MUTUAL SAVINGS BANK. MEMBERS OF THE COMMUNITY SERVE AS CORPORATORS. CORPORATORS ATTEND AN ANNUAL MEETING, VOTE ON THE MINUTES, ELECT NEW CORPORATORS AND LIVE IN THE COMMUNITY INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2010 ADDRESS: PO Box 4399, 243 Sykes Mountain Ave, White River Junction VT 05001 DESCRIPTION: ATTEND THE ANNUAL MEETING, VOTE ON THE PRIOR YEAR'S ANNUAL MEETING MINUTES, AND VOTE FOR NEW CORPORATORS. I HAVE NO INFLUENCE ON ANY DECISIONS 2) AUTOTEAM AMERICA; NON INVESTMENT RELATED; WEST HARTFORD, CT; THIS IS A GROUP OF CPA FIRMS WHO SPECIALIZE IN AUTO DEALERSHIP TAXATION, WE EDUCATE AND SUPPORT EACH OTHER; TAX COMMITTEE MEMBER; 05/01/1999; 0 HR/MO; 0 HR/TRADE; I HAVE NO INFLUENCE. I AM A MEMBER OF THE TAX COMMITTEE WHICH DEALS WITH DEALERSHIP CLIENT TAXES, NOT THE ORGANIZATIONS TAXES. I AM ON QUARTERLY PHONE CALLS AND AN ANNUAL CPE MEETING. 3) TSS WEALTH MANAGEMENT, LLC POSITION: Member NATURE: Investment Advisory Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 12/01/2017 ADDRESS: 19 Morgan Dr, Lebanon NH 03766 DESCRIPTION: Investment advisor representative 4) CHOATE PROPERTY MANAGEMENT, LLC POSITION: Member NATURE: My husband and I started this company this month to purchase a barn and 16 acres across the street from our primary residence. We will fix up the barn and rent it to my husband's sole proprietorship. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2019 ADDRESS: 260 Choate Rd, Enfield NH 03748, United States DESCRIPTION: Collect rent and pay loan; maintain property and books. 5) TSSWMM FINANCIAL GROUP POSITION: Owner NATURE: Financial Services INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 15 START DATE: 02/01/2024 ADDRESS: 19 Morgan Drive, Lebanon NH 03766, United States DESCRIPTION: Management and client referrals 6)ASCEND PARTNER SERVICES LLC POSITION: Partner NATURE: CPA/tax/consulting services. INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 05/01/2024 ADDRESS: 19 Morgan Drive, Lebanon NH 03766, United States DESCRIPTION: I provide CPA/tax/consulting services to the CPA firm via Ascend Partner Services LLC same as before. 7)TSS FINANCIAL PARTNERS, LLP POSITION: Partner NATURE: CPA Firm offering audit and attestation (A&A) services. This firm was spun off from Tyler, Simms & St. Sauveur, CPA, PLLC to hold the A&A portion of that business in a separate entity. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2024 ADDRESS: 19 Morgan Drive, Lebanon NH 03766, United States DESCRIPTION: I do not have any job responsibilities for this entity. 8)ASCEND PARTNERS HOLDINGS LLC POSITION: Minority Member NATURE: This company is the sole owner of TSS Advisors, LLC. TSS Advisors, LLC purchased the assets of Tyler, Simms & St. Sauveur, CPAs PLLC and is the new operating company of our old CPA firm. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2024 ADDRESS: 19 Morgan Drive, Lebanon NH 03766, United States DESCRIPTION: I provide tax services to TSS Advisors, LLC as a CPA, via my employment with Ascend Partner Services, LLC. 9) TSWM ADVISORY GROUP POSITION: Partner NATURE: Investment advisory firm providing wealth management and financial planning services. INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 06/01/2025 ADDRESS: 19 Morgan Drive, Lebanon NH 03766, United States DESCRIPTION: provide client referrals and participate in firm management decisions but not in investment decisions.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-09-28 |
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