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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2025-09-05 |
| TX | RA | APPROVED_RES | 2025-09-05 |
Branch Locations
75 Congress Street Ste 204, Portsmouth, NH 03801 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tyler, Simms & St. Sauveur, Cpa's P.C. | Lebanon | NH | 01/1987 | Present |
| 1St Global Capital Corp. | Lebanon | NH | 08/2017 | 10/2019 |
| 1St Global Advisors, Inc. | Lebanon | NH | 08/2017 | 10/2019 |
| Avantax Insurance Services, Inc. | Lebanon | NH | 02/2018 | 09/2025 |
| Avantax Advisory Services | Lebanon | NH | 10/2019 | 09/2025 |
| Avantax Investment Services, Inc. | Lebanon | NH | 10/2019 | 09/2025 |
| Tyler, Simms & St.SAuveur, Cpa's, P.C. | Lebanon | NH | 01/1987 | Present |
| Tsswmm Financial Group | Lebanon | NH | 01/2024 | 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) TSS MORGAN DRIVE, LLC POSITION: PARTNER NATURE: REAL ESTATE LEASED BY THE ACCOUNTING FIRM INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2002 ADDRESS: 19 Morgan Dr, Lebanon NH 03766, United States DESCRIPTION: HELP WITH PROPERTY MAINTENANCE. COLLECT RENT 2) 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 Drive, Lebanon NH 03766, United States DESCRIPTION: Investment advisor representative 3) TSSWMM FINANCIAL GROUP POSITION: Financial Advisor Representative NATURE: This will be the combined entity for TSS Wealth Management and William M MacDonald d/b/a Portsmouth Wealth Management. All financial and investment activity will be reported under this entity. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 01/01/2024 ADDRESS: 19 Morgan Drive, Lebanon NH 03766, United States DESCRIPTION: Lead Partner Financial Advisor Representative Retirement Planning Succession Planning Estate Planning 4) TSS ADVISORS POSITION: Business Consultant NATURE: Business, Estate and Tax Planning Services. This entity purchased the Tax and Consulting Services practice for Tyler, Simms & St. Sauveur, CPA's INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 05/01/2024 ADDRESS: 19 Morgan Drive, Lebanon NH 03766, United States DESCRIPTION: I consult with clients on their Tax and Estate Planning needs. 5) TSWM ADVISORY GROUP POSITION: PARTNER NATURE: INVESTMENT ADVISORY FIRM PROVIDING WEALTH MANAGEMENT AND FINANCIAL PLANNING SERVICES. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 06/01/2025 ADDRESS: 19 Morgan Drive, Lebanon NH 03766, United States DESCRIPTION: LEAD PARTNER FINANCIAL ADVISOR REPRESENTATIVE RETIREMENT PLANNING SUCCESSION PLANNING ESTATE PLANNING
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-08-19 |
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