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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 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tyler, Simms & St. Sauveur, Pc | Lebanon | NH | 04/1996 | 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 | 07/2018 | 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 |
| Ascend Partner Services Llc | Lebanon | NH | 05/2024 | Present |
| Tss Financial Partners | Lebanon | NH | 05/2024 | Present |
| Ascend Partner Holdings Llc | Lebanon | NH | 05/2024 | Present |
| Tswm Advisory Group | Lebanon | NH | 06/2025 | Present |
| Tswm Advisory Group | Lebanon | NH | 06/2025 | 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) UTO TEAM AMERICA; NON INVESTMENT RELATED; WEST HARTFORD, CT; ATA IS A BUSINESS ASSOCIATION OF 11 CPA FIRMS THAT GET TOGETHER A FEW TIMES A YEAR TO SHARE KNOWLEDGE ABOUT THE AUTOMOBILE INDUSTRY; AUDIT/ACCOUNTING COMMITTEE MEMBER; 05/01/1999; 6 DAYS/YR; 9:30-4/6 DAYS/YR DURING TRADE; AS A MEMBER OF THE ATA COMMITTEE, WE KEEP THE GROUP APPRISED OF ANY NEW DEVELOPMENTS RELATIVE TO AUDITING AND ACCOUNTING FOR AUTOMOBILE DEALERSHIPS. 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: 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 4) ASCEND PARTNER SERVICES LLC POSITION: Partner NATURE: CPA 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 Services to clients 5) TSS FINANCIAL PARTNERS POSITION: Partner NATURE: cpa 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 services to clients 6) ASCEND PARTNER HOLDINGS LLC POSITION: Investor NATURE: This company is the sole owner of TSS Advisors, LLC. TSS Advisors, LLC purchased the assets of Tyler Simms & St. Sauveur, cpas on May 1, 2024 and is the new operating company for our 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 general CPA services for TSS Advisors including business and tax consulting and tax preparation. 7)TSWM ADVISORY GROUP POSITION: Partner NATURE: This OBA is to report to you a name change only for our wealth management practice. The only reason for submitting this is to let you know that we have a new DBA as part of our rebranding that was already approved by Avantax. We provide wealth management services to our clients including advisory, financial planning, insurance sales, etc. INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 06/01/2025 ADDRESS: 19 Morgan Drive, Lebanon NH 03766, United States DESCRIPTION: No change to my duties and responsibilities. I provide client referrals and participate in management decisions but not in investment decisions.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-08-22 |
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