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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-09-05 |
| FL | RA | APPROVED | 2025-08-15 |
Branch Locations
250 So. Ronald Reagan Blvd. Suite 100, Longwood, FL 32750 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| S C Presley And Co., Inc | Long Wood | FL | 01/1987 | Present |
| Avantax Investment Services, Inc. | Longwood | FL | 08/1994 | 09/2025 |
| Avantax Advisory Services | Longwood | FL | 08/1995 | 09/2025 |
| S C Presley And Co Inc Dba Presley Tax And Accounting | Longwood | FL | 01/1987 | Present |
| Avantax Insurance Agency And/Or Avantax Insurance Services | Longwood | FL | 12/1995 | 09/2025 |
| Cetera Wealth Services, Llc | Longwood | FL | 09/2025 | Present |
| Cetera Investment Advisers Llc | Longwood | FL | 09/2025 | Present |
1) Fiduciary Appointment-Trustee~387 Winsford Court~ Lake Mary~FL~32746~11/1/2012~6hrs~6hrs~I provide accounting, tax preparation and bill paying services for the trust as its trustee. 2) Financial Planning Association of Central Florida~250 S Ronald Reagan Blvd #100~Longwood~FL~32750~Club/Association Director/Officer~ Treasurer/Comptroller~2/1/2004~5hrs~0hrs~Volunteer work for local financial planning association as a chapter director. Host membership meetings and financial education seminars for membership to increase members financial knowledge. 3) S C Presley and Co., Inc~250 S Ronald Reagan Blvd, Ste. 100~Longwood~FL~32750~Other~President~1/1/1987~200hrs~0hrs~Co. Mgmt, Acctg & Tax Prep/Planning. 4) Sylvia Presley, Real Estate Broke~250 S Ronald Reagan Blvd, Ste 100~Longwood~FL~32750~Real Estate/Mortgage/Title Services/Appraisal~Owner/Sole Proprietor~10/1/2001~1hrs~0hrs~Broker. 5) ALMA WOLFORD CREDIT SHELTER TRUST POSITION: Trustee NATURE: Fiduciary Appointment INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 6 START DATE: 11/01/2012 ADDRESS: 1800 33rd Street, Parkersburg WV 26104 DESCRIPTION: I provide accounting, tax preparation and bill paying services for the trust as its trustee. 6) S C PRESLEY AND CO INC DBA PRESLEY TAX AND ACCOUNTING POSITION: President NATURE: Accounting and tax preparation services INVESTMENT RELATED: No NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 100 START DATE: 01/01/1987 ADDRESS: 250 So. Ronald Reagan Blvd., Suite 100, Longwood FL 32750 DESCRIPTION: Executive management, accounting and tax preparation services for personal and business clients
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1995-08-29 |
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