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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 |
| TX | RA | APPROVED | 2025-09-05 |
Branch Locations
2326 Wisteria Drive Suite 110, Snellville, GA 30078 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2005-05-11 |
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