Jeannette Byrd

Current Employers

Employment History

• 01/2005 → 09/2018
  Cssc Investment Advisory Services, Inc.
  Winter Park, FL
• 07/2005 → Present
  Byrd & Associates, Llc
  Winter Park, FL
• 03/2007 → 09/2018
  Cssc Brokerage Services, Inc.
  Winter Park, FL
• 09/2018 → 09/2025
  1St Global Capital, Corp.
  Winter Park, FL
• 09/2018 → 10/2019
  1St Global Advisors, Inc
  Winter Park, FL
• 10/2019 → 09/2025
  Avantax Advisory Services
  Winter Park, FL
• 10/2019 → 09/2025
  Avantax Investment Services, Inc.
  Winter Park, FL
• 07/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Winter Park, FL

Previous Registrations

• 2019-10-25 → 2025-09-05
  Avantax Advisory Services
  Winter Park, FL
  Winter Park, FL
• 2018-10-16 → 2019-10-25
  1St Global Advisors Inc
  Winter Park, FL
• 2006-03-07 → 2018-09-04
  Trustee Empowerment & Protection, Inc.
  Winter Park, FL

Other Businesses

1) BRYANT CONSULTING INVESTMENT MANAGEMENT LLC; INV REL: Yes 2) CSSC INVESTMENT ADVISORY SERVICES, INC.; INV REL: Yes 3) RICHBYRD MEDICAL, LLC - MEMBER; SMART PROFESSIONAL RESOURCES - MEMBER; LITIGISTICS - OWNER; RICHARDBYRD GATOR, LLC NON INV REL 1770 SPRUCE AVENUE WINTER PARK FL 32789, RENTAL PROPERTY, MEMBER, 3/13/12, 2 HRS/MONTH, PROPERTY MANAGEMENT 4) RICHBYRD TENNESSEE LTD POSITION: Partner NATURE: Part Owner of Amusement Park INV REL: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 10/19/2005 ADDRESS: 1770 Spruce Avenue, Winter Park FL 32789, DESCRIPTION: Bookkeeping 5) BYRD & ASSOCIATES, LLC POSITION: Member NATURE: CPA Firm and wealth management firm INV REL: Yes NBR OF HRS: 200 SECURITIES TRADING HRS: 160 START DATE: 06/06/2005 ADDRESS: 180 Park Avenue North, Suite 2A, Winter Park FL 32789, DESCRIPTION: Owner, CPA and referring financial advisor 6) RICHBYRD BEACH, LLC POSITION: Member NATURE: Owns Condo for family use only INV REL: No NBR OF HRS: 1 SECURITIES TRADING HRS: 1 START DATE: 05/01/2006 ADDRESS: 1770 Spruce Avenue, Winter Park FL 32789, DESCRIPTION: Bookkeeping 7) RICHBYRD MOUNTAIN POSITION: Member NATURE: Owns two vacant lots in Tennessee INV REL: Yes NBR OF HRS: 0 SECURITIES TRADING HRS: 0 START DATE: 06/20/2006 ADDRESS: 1770 Spruce Avenue, Winter Park FL 32789, DESCRIPTION: None 8) RICHBYRD HOLDINGS LLC POSITION: Member NATURE: Holding company for personal investments with spouse - no assets are currently held in this company. It is an inactive shell company. INV REL: Yes NBR OF HRS: 0 SECURITIES TRADING HRS: 0 START DATE: 06/15/2005 ADDRESS: 1770 Spruce Avenue, Winter Park FL 32789, DESCRIPTION: No duties - there is no activity in this company. 9) JTB INVESTMENTS ENTERPRISES LLC POSITION: 25% Owner joint with spouse NATURE: LLC solely owns stock in one bank. INV REL: Yes NBR OF HRS: 0 SECURITIES TRADING HRS: 0 START DATE: 12/14/2007 ADDRESS: 3125 Hanover, Dallas TX 75225, DESCRIPTION: No duties. 10) BYRD & ASSOC - BILL PAYING SERVICES POSITION: Controller NATURE: Sign check for three clients that my CPA Firm provides bill paying services for. The three clients are Byrd Campbell PA (husband's law firm), BC Davenport, and Gilmore Products. INV REL: No NBR OF HRS: 1 SECURITIES TRADING HRS: 1 START DATE: 01/01/2013 ADDRESS: 180 N Park Ave, Suite 2A, Winter Park FL 32789, DESCRIPTION: Check signing is provided as a convenience to the owners. All bills that are paid are expressly approved by members of the companies. 11) RICHBYRD ADAMS VENTURES, LLC POSITION: Investor NATURE: New entity owned 50% by daughter and son-in-law and 50% by my husband and I. Entity will be used to purchase land, build houses and sell houses. INV REL: No NBR OF HRS: 1 SECURITIES TRADING HRS: 0 START DATE: 03/17/2025 ADDRESS: 180 N Park Ave, Suite 2A, Winter Park FL 32789 DESCRIPTION: My duties will be as a passive investor. My daughter and son-in-law will actively work in the business. 12) RICHBYRD ADAMS PROPERTIES, LLC POSITION: Investor NATURE: New entity owned 50% by daughter and son-in-law and 50% by my husband and I. Entity will be used to purchase/build properties to hold as rentals. INV REL: No NBR OF HRS: 1 SECURITIES TRADING HRS: 0 START DATE: 03/17/2025 ADDRESS: 180 Park Avenue North, Suite 2A, Winter Park FL 32789 DESCRIPTION: My duties will be as a passive investor. My daughter and son-in-law will actively work in the business. 13) NAME OF OTHER BUSINESS: PARK WEALTH, LLC; INV REL: YES; SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 01/2026; POSITION: FINANCIAL PROFESSIONAL; APX # OF HRS PER WK: 2; APX # OF HRS DUR TRAD HRS: 1; DUTIES: DBA FOR FINANCIAL SERVICES;

Exams

• S66 Uniform Combined State Law Examination
  2006-02-20

Other Names

• Jeannette Wages
• Jeannette Richmond