Keith A Altobelli

Current Employers

Employment History

• 10/2000 → Present
  Lmh Tax Service
  Marietta, GA
• 01/1998 → Present
  Altobelly Family Lp
  Marietta, GA
• 05/2005 → 09/2025
  Avantax Investment Services, Inc.
  Marrietta, GA
• 09/2005 → 09/2025
  Avantax Advisory Services
  Marietta, GA
• 09/2009 → 11/2021
  Keith Altobelli
  Marietta, GA
• 04/2006 → 09/2025
  Avantax Insurance Agency, Llc
  Marietta, GA
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Acworth, GA
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2005-09-28 → 2025-09-05
  Avantax Advisory Services
  Acworth, GA

Other Businesses

1) Fiduciary Appointment-Trustee 159 5th Street~Atlanta~GA~30308~7/17/2017~5hrs~0hrs~Member of Board of Advisors to Fraternity at Georgia Tech, work with Treasurer 2) Altobelli Family LTD Partnership 140 Infantry Way~Marietta~GA~30064~Rental Property Owner/Management~Partner/General Partner~1/10/1998~4hrs~0hrs~Manage family partnership 3) LMH Service DBA Liberty Tax Service 2575 Whitehaven Drive, Ste 130~Marietta~GA~30064~Tax Preparation/Accounting~Owner/Sole Proprietor~12/1/2000~160hrs~120hrs~Own and Operate Liberty Tax Service franchise office| 4) THE ESTATE OF DANIEL D FIELD POSITION: Executor/Trustee NATURE: Mr. Field is not an Investment client of mine with Avantax, he is a long time tax client and personal friend has asked me to be the executor of his estate. His prior executor passed away earlier this year and I have been approached to become the executor. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 12/29/2022; 1727 Mars Hill Road, Ste 202, Acworth GA 30101, I will be the executor of his estate and see that his assets are distributed as he wished and in accordance with his will and all the laws of the State of Georgia. 5) Tau Kappa Epsilon Fratenty Inc BOA; Trustee; Other; NIR; 0; 07/17/2017; 159 5th Street Atlanta GA 30308; Member of Board of Advisors to Fraternity at Georgia Tech, work with Treasurer

Exams

• S66 Uniform Combined State Law Examination
  2005-08-16