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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2025-09-06 |
Branch Locations
100 United Dr Suite 3B, Versailles, KY 40383 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Woodford Financial Pllc | Versailles | KY | 04/2011 | Present |
| Kentucky Department Of Revenue | Frankfort | KY | 01/2017 | 12/2019 |
| Emeramed Ltd. | Ranelagh | 11/2008 | 06/2019 | |
| Avantax Advisory Services | Versailles | KY | 12/2023 | 09/2025 |
| Jurisdiction For Armed Forces And Chaplaincy | Montevallo | AL | 01/2023 | 11/2025 |
| Avantax Investment Services, Inc | Versailles | KY | 07/2025 | 09/2025 |
| Cetera Wealth Services, Llc | El Segundo | CA | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) NAME OF OTHER BUSINESS: WOODFORD FINANCIAL PLLC, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: TAX & ACCOUNTING & FINANCIAL SERVICES, START DATE: 01/2020, POSITION/TITLE/RELATIONSHIP: MANAGING PARTNER/FINANCIAL PROFESSIONAL, APX NUMBER OF HOURS PER WEEK: 50, APX NUMBER OF HOURS DURING TRADING HOURS: 10, BRIEF DESCRIPTION OF DUTIES: ACCOUNTING, TAX, FINANCIAL PLANNING, AND INVESTMENT SERVICES;
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-10-03 |
| S65 | Uniform Investment Adviser Law Examination | 2024-02-08 |
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