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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-01-26 |
| TX | RA | APPROVED | 2025-09-05 |
| VA | RA | APPROVED | 2025-09-05 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Plott & French Financial Advisors | Radford | VA | 02/2019 | 05/2023 |
| Joel Isaacson & Co | New York | NY | 07/2017 | 02/2019 |
| C & C Fencing | Woodlawn | VA | 12/2015 | 07/2017 |
| Geneos Wealth Management, Inc. | Radford | VA | 02/2019 | 05/2023 |
| Avantax Investment Services Inc. | Galax | VA | 05/2023 | 09/2025 |
| Avantax Advisory Services | Galax | VA | 05/2023 | 09/2025 |
| Avantax Insurance Services | Galax | VA | 05/2023 | 09/2025 |
| Morgan Financial Group Llc | Galax | VA | 05/2023 | 06/2023 |
| Roto Sports Inc | Galax | VA | 10/2022 | 01/2026 |
| Jagerbombs Fantasy Sports | Galax | VA | 07/2021 | Present |
| Morgan & Shinault Wealth Advisors | Galax | VA | 05/2023 | 06/2023 |
| Roto Sports Inc. | Galax | VA | 10/2022 | Present |
| Morgan Financial Group Llc | Galax | VA | 06/2023 | Present |
| Morgan & Shinault Wealth Advisors | Galax | VA | 06/2023 | 01/2026 |
| Cetera Wealth Services, Llc | Galax | VA | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) JAGERBOMBS FANTASY SPORTS POSITION: Research Content Provider NATURE: This company provides research in various forms (mostly excel spreadsheets and articles) to customers for help in their statistical research for fantasy sports purposes. INVESTMENT RELATED: No NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 0 START DATE: 07/28/2021 ADDRESS: 413 COLEMAN RIDGE RD, GALAX VA 24333, United States DESCRIPTION: Develop and curate statistical sheets for college football, basketball, soccer, golf. Write articles for NASCAR, college football and basketball 2) NAME OF OTHER BUSINESS: STEWARDSHIP RETIREMENT PLANNING; INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 2/2026, POSITION/TITLE/RELATIONSHIP: OWNER, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-06-03 |
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