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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 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Huggins Bookkeepig & Tax Service | Chatsworth | GA | 06/2014 | Present |
| Avantax Advisory Services | Chatsworth | GA | 07/2021 | 09/2025 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) KONEMAN FINANCIAL POSITION: owner, Investment Advisor Representative NATURE: Wealth management and advisory specialist with Avantax. INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 20 START DATE: 05/01/2023 ADDRESS: 123 N 2nd Ave, PO Box 45, Chatsworth GA 30705, United States DESCRIPTION: Business Owner Investment advisory Retirement planning and advisory Wealth management advisor 2) Huggins Bookkeeping &Tax Service; owner; individual and corporate income tax preparation, business state tax assistance, small-business bookkeeping; IR; 130; 06/01/2014; PO Box 45 Chatsworth GA 30705; Individual income tax preparation Small business income tax preparation Small business bookkeeping Client tax planning Meeting with individual clients for yearly planning*once licensed I will provide financial and investment advise
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-09-26 |
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