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Virginia Cates Irby

Avantax Planning Partners, Inc.

Mcdonough, GA

Dubuque, IA

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Current Employers
Avantax Planning Partners, Inc.

210 Jones St Ste. 104, Dubuque, IA 52001 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2025-08-18
  • GA RA
    APPROVED
    Since 2025-08-18

Branch Locations

1100 Keys Ferry Court, Mcdonough, GA 30253 • United States

210 Jones St Ste. 104, Dubuque, IA 52001 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cape Securities Inc Mcdonough GA 09/2010 06/2025
Avantax Investment Services Inc. Mcdonough GA 08/2025 Present
Avantax Planning Partners Mcdonough GA 08/2025 Present
The Planters Warehouse & Lumber Co Mcdonough GA 01/2020 Present
Gulf Breeze Enterprises, Inc. Mcdonough GA 02/2020 Present
Whaley Hammonds, P.C. Mcdonough GA 03/2025 Present
Hargrave, Freeman & Leto Mcdonough GA 01/2004 04/2025
Cetera Wealth Services, Llc Mcdonough GA 09/2025 Present
  • 09/2010 → 06/2025
    Cape Securities Inc
    Mcdonough, GA
  • 08/2025 → Present
    Avantax Investment Services Inc.
    Mcdonough, GA
  • 08/2025 → Present
    Avantax Planning Partners
    Mcdonough, GA
  • 01/2020 → Present
    The Planters Warehouse & Lumber Co
    Mcdonough, GA
  • 02/2020 → Present
    Gulf Breeze Enterprises, Inc.
    Mcdonough, GA
  • 03/2025 → Present
    Whaley Hammonds, P.C.
    Mcdonough, GA
  • 01/2004 → 04/2025
    Hargrave, Freeman & Leto
    Mcdonough, GA
  • 09/2025 → Present
    Cetera Wealth Services, Llc
    Mcdonough, GA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-11-18
S63 Uniform Securities Agent State Law Examination 1993-12-21
  • S65 Uniform Investment Adviser Law Examination
    2024-11-18
  • S63 Uniform Securities Agent State Law Examination
    1993-12-21
Other Names
  • Ginger Cates
  • Virginia Cates Brown
  • Virginia Rollins Cates
  • Virginia Rollins Cates
  • Ginger Cates Irby

View on SEC IAPD

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Other Investors

MICHAEL A GREEN
Brian Minto
Lakena Cherise Belcher
Jeffrey Weronick
HALIE VANN HINCHEY GRAY
Dwight General Lewis
ANN SULLIVAN LEWIS
JOHN EARLE REDFEARN

Other Offices

TRUIST ADVISORY SERVICES, INC. · MCDONOUGH, GA
J.P. MORGAN SECURITIES LLC · Hampton, GA
FIFTH THIRD SECURITIES, INC. · HAMPTON, GA
IFG ADVISORY, LLC · McDonough, GA
STATE FARM INVESTMENT MANAGEMENT CORP. · McDonough, GA
CAPE INVESTMENT ADVISORY, INC. · Stockbridge, GA
J.P. MORGAN SECURITIES LLC · MCDONOUGH, GA
KINGSWOOD WEALTH ADVISORS, LLC · Stockbridge, GA

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