Robert Carl Cheatham

Current Employers

Employment History

• 06/1995 → Present
  Avantax Investment Services, Inc.
  Lakeland, FL
• 02/1996 → Present
  Avantax Advisory Services
  Lakeland, FL
• 07/2009 → Present
  Cheatham Goleno & Ferguson, P.A.
  Lakeland, FL
• 10/1996 → Present
  Avantax Insurance Agency, Llc
  Lakeland, FL
• 09/2019 → Present
  Check Writing Per Court Order
  Lakeland, FL
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 09/2025 → Present
  Cetera Wealth Services Llc
  El Segundo, CA

Previous Registrations

• 1999-03-26 → 2025-09-08
  Avantax Advisory Services
  Lakeland, FL

Other Businesses

1) CHEATHAM & FYOCK TAX AND ACCOUNTING LLC POSITION: Partner NATURE: 51% partner - however I do not share in any expenses or income or liabilities from partnership. I am majority partner for reporting purposes only until Jessica Fyock passes her CPA exam INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2023 ADDRESS: 726 S Missouri Ave, Lakeland FL 33815, United States DESCRIPTION: I am majority partner so that the partnership can be considered a CPA firm. I do not have access to any assets. liabilities, income or expenses 2) JOHN FLETCHER TRUST POSITION: Trustee NATURE: Abide by the trust document as to distribution of assets and payment of outstanding invoices as of date of death. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2022 ADDRESS: 726 S Missouri Ave, Lakeland FL 33815, United States DESCRIPTION: Abide by the trust document as to distribution of assets and payment of outstanding invoices as of date of death. 3) ESTATE OF JOHN FLETCHER POSITION: Personal Rep NATURE: Court appointed Personal Representative of the Estate of John Fletcher. All assets were transfered to the John Fletcher Trust INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2022 ADDRESS: 726 S Missouri Ave, Lakeland FL 33815, United States DESCRIPTION: Follow the provisions listed in the will of John Fletcher.

Exams

• S63 Uniform Securities Agent State Law Examination
  1998-12-08