Clay Lee Pilgrim

Current Employers

Employment History

• 05/2006 → Present
  Rushton & Company, Llc
  Gainesville, GA
• 10/2021 → 09/2025
  Avantax Investment Services Inc.
  Gainesville, GA
• 10/2021 → 09/2025
  Avantax Advisory Services
  Gainesville, GA
• 09/2021 → Present
  Rushton, Llc
  Gainesville, GA
• 06/2022 → Present
  Georgia Society Of Cpas
  Alpharetta, GA
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Gainesville, GA
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2022-02-24 → 2025-09-05
  Avantax Advisory Services
  Gainesville, GA

Other Businesses

1) GEORGIA SOCIETY OF CPAS POSITION: Treasurer NATURE: The Leadership Council of The Georgia Society of CPAs plays a key role in the leadership and governance of the Society. The members of the Leadership Council comprise approximately one percent of the entire Society membership. The Leadership Council meets twice a year: in the fall and again the following spring. INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 8 START DATE: 06/01/2022 ADDRESS: 5405 Windward Pkwy, Suite 300, Alpharetta GA 30004, United States DESCRIPTION: The Board of Directors shall have general charge and control of the affairs, funds, and property of the Society and shall carry out the purposes of the Society in accordance with these bylaws; but the Board may not alter, amend, or rescind any resolution or motion duly adopted at a meeting of the Society. 2) RUSHTON, LLC POSITION: AUDIT PARTNER NATURE: GOVERNMENT AND NONPROFIT FINANCIAL AUDITS INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 09/01/2021 ADDRESS: 726 SOUTH ENOTA DRIVE, SUITE A, Gainesville GA 30501, United States DESCRIPTION: I SERVE AS AN AUDIT PARTNER. I MANAGE THE FIRM'S AUDIT EMPLOYEES AND AUDIT CLIENTS IN OUR GOVERNMENT/NONPROFIT AUDIT DIVISION. . 3) THE RESERVE AT MOSSY CREEK PROPERTY OWNERS ASSOCIATION, INC. POSITION: Treasurer (CFO per GA SOS) NATURE: I serve as the Treasurer for the POA for the community in which I live. The registration at the Georgia Secretary of State has not yet been updated to reflect the newly elected officers, but will be within the next few months. Deposits include membership dues each January and 15-20 checks per year for landscape maintenance.? INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2022 ADDRESS: PO Box 82, Cleveland GA 30528, United States DESCRIPTION: I make all deposits and write all checks. I am also a signer on the bank account. Internally, we require two signatures on all checks, which are typically me and our President. Our Secretary is also a signer on the account, but only signs if necessary. 4) Rushton Wealth Management, LLC; Member; Entity used to advertise investment business with Avantax.; IR; 0; 11/01/2014; 726 S Enota Dr Gainesville GA 30501; Currently no activity. Once licensed, I will refer clients for wealth management. 5) NAME OF OTHER BUSINESS: GA SOCIETY OF CPAS GRP INS TRUST; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: NON PROFIT; START DATE: 09/2025; POSITION/TITLE/RELATIONSHIP: TRUSTEE; APX NUMBER OF HOURS PER WEEK: 0; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: 1 OF 8 TRUSTEES FOR THE GEORGIA SOCIEITY OF CPAS GROUP INSURANCE TRUST;

Exams

• S66 Uniform Combined State Law Examination
  2022-02-22

Other Names

• Clay L Pilgrim
• Clay Pilgrim