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Current Employers
Cetera Investment Advisers Llc

1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2025-09-05
TX RA APPROVED 2025-09-05
  • GA RA
    APPROVED
    Since 2025-09-05
  • TX RA
    APPROVED
    Since 2025-09-05

Branch Locations

2326 Wisteria Drive Suite 110, Snellville, GA 30078 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Hamilton Financial Snellville GA 12/2004 Present
Avantax Investment Services, Inc. Snellville GA 01/2005 09/2025
Avantax Advisory Services Snellville GA 12/2010 09/2025
Avantax Insurance Agency, Inc. Snellville GA 09/2015 09/2025
Avantax Insurance Agency, Llc. Snellville GA 06/2008 09/2025
Cetera Wealth Services, Llc El Segundo CA 09/2025 Present
Cetera Investment Advisers Llc Schaumburg IL 09/2025 Present
  • 12/2004 → Present
    Hamilton Financial
    Snellville, GA
  • 01/2005 → 09/2025
    Avantax Investment Services, Inc.
    Snellville, GA
  • 12/2010 → 09/2025
    Avantax Advisory Services
    Snellville, GA
  • 09/2015 → 09/2025
    Avantax Insurance Agency, Inc.
    Snellville, GA
  • 06/2008 → 09/2025
    Avantax Insurance Agency, Llc.
    Snellville, GA
  • 09/2025 → Present
    Cetera Wealth Services, Llc
    El Segundo, CA
  • 09/2025 → Present
    Schaumburg, IL
Previous Registrations
  • 2010-12-17 → 2025-09-05
    Avantax Advisory Services
    Snellville, GA
Other Businesses

1) Hammer Mortgage Inc~NIR~2092 Scenic Hwy, Ste A~Snellville~GA~30078~Real Estate/Mortgage/Title Services/Appraisal~Vice President~9/1/2005~10hrs~10hrs~Books and records, mortgage processing. 2) H3 Voluntary HOA~NIR~4974 Haralson Way~Lilburn~GA~30047~Other~Other~1/1/2018~1hrs~0hrs~Meetings. 3) HAMILTON FINANCIAL POSITION: Partner NATURE: DBA name for HHM Financial LLC INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/27/2022 ADDRESS: 2326 Wisteria Drive, Suite 110, Snellville GA 30078, United States DESCRIPTION: Same as HHM Financial LLC, it is a DBA name. 4) MFMC, LLC POSITION: Owner NATURE: Family management corporation for accepting wages for my own minor children. The company has no taxable income it is a pass-through organization. Wages are for my children's work for our accounting firm, they do not participate in investment activities. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/13/2022 ADDRESS: 2326 Wisteria Drive, Suite 110, Snellville GA 30078, United States DESCRIPTION: Managing my own minor children's wages and distributing them to children. Manager of bank account with balance of approximately $10,000. 5) HAMILTON CPAS & FINANCIAL SERVICES POSITION: Managing Partner NATURE: This is a DBA / marketing name for our firm, which is legally known as HHM Financial, LLC and is already disclosed. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2023 ADDRESS: 2326 Wisteria Drive, Suite 110, Snellville GA 30078, United States DESCRIPTION: None - marketing name only. 6)HHM Financial LLC; Owner; Accounting Services/Tax Preparation; NIR; 120; 01/01/2018; 2326 Wisteria Dr, Ste 110 Snellville GA 30078; Managing Partner - I oversee the practice and primarily engage in wealth management for clients.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2005-05-11
  • S63 Uniform Securities Agent State Law Examination
    2005-05-11
Designations

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