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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-09-05 |
Branch Locations
2147 Beecher Road Sw Suite C, Atlanta, GA 30311 • United States
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 |
|---|---|---|---|---|
| Avantax Investment Services, Inc. | Atlanta | GA | 04/2016 | 09/2025 |
| Avantax Advisory Services | Atlanta | GA | 04/2016 | 09/2025 |
| Avantax Insurance Agency, Llc | Atlanta | GA | 04/2016 | 09/2025 |
| The Ponder Private Wealth Group | Atlanta | GA | 04/2016 | Present |
| Cetera Wealth Services, Llc | Atlanta | GA | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) Rental Propert~'NIR'~2147 Beecher Rd SW~Atlanta~GA~30311~Real Estate, Owner/Sole Proprietor 8/1/1997~5hrs~0hrs~I own rental property at 2147 Beecher Rd SW Atlanta, GA 30311 2) THE PONDER PRIVATE WEALTH GROUP; POSITION: Managing Director NATURE: I do only the activities I am licensed to do as an independent advisor with Avantax Wealth Management. INVESTMENT RELATED: No NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 120 START DATE: 04/01/2016; ADDRESS: 2147 Beecher Road SW Suite C, Atlanta GA 30311, United States DESCRIPTION: I am a series 7 holder who gives financial advice on the stock market and wealth management strategies. I am a fully licensed and experienced advisor for insurance and annuities. I am also a registered investment advisor. 3) FINANCIAL ADVICE; POSITION: Financial Advisor NATURE: I simply do my Avantax Advisory business under the name The Ponder Private Wealth Group LLC.I also file my income received from Avantax as a single LLC. Which is the Ponder Private Wealth Group, LLC. INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 60 START DATE: 04/01/2016; ADDRESS: 2147 Beecher Road SW, Suite C, Atlanta GA 30311, United States, DESCRIPTION: I service and give financial advice to my clients on the Avantax system.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-07-06 |
| S63 | Uniform Securities Agent State Law Examination | 1995-05-11 |
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