Terri Ann Goleno

Current Employers

Employment History

• 01/1991 → Present
  Cheathan Goleno & Co, P.A., Cpa
  Lakeland, FL
• 06/1995 → 09/2025
  Avantax Investment Services, Inc.
  Lakeland, FL
• 02/1996 → 09/2025
  Avantax Advisory Services
  Lakeland, FL
• 05/2018 → 05/2018
  Fiduciary Trust
  Lakeland, FL
• 06/2023 → Present
  Terri A Goleno Cpa
  Lakeland, FL
• 08/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 09/2025 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA

Previous Registrations

• 1996-01-30 → 2025-09-08
  Avantax Advisory Services
  Lakeland, FL
  Lakeland, FL
  Dallas, TX

Other Businesses

1) Fiduciary Appointment Trustee 1921 Del Crest Pl Lakeland FL 33803 5/25/2018 10hrs~10hrs Disburse income from the trust to beneficiary and principal if needed; pay bills of trust 2) BARBARA F NALLY FAMILY TRUST POSITION: Co-Trustee NATURE: act jointly to perform all trustee duties INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 12/31/2020 ADDRESS: 726 S Missouri Ave, Lakeland FL 33815, DESCRIPTION: My duties as trustee are to consult with attorney and co-trustee, Christy F Harris, in all decisions 3) Nally Properties LLC; Member- Mgmt Advisory Bdrdd; Management Advisory Board was created upon the death and incapacity of two of the original owners of Nally Properties, LLC, per the operating agreement of the LLC; NIR; HRS 1; HRS 1; 10/19/2016; Lakeland FL; The Nally Properties, LLC Management Advisory Board is comprised of the remaining 40% owner, the LLC's attorney, the LLC's investment advisor, and me as the LLC's CPA. 4) TERRI A GOLENO CPA POSITION: Owner NATURE: Tax and Accounting CPA Firm INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 110 START DATE: 07/01/2023 ADDRESS: 726 S Missouri Ave, Lakeland FL 33815, United States DESCRIPTION: Supervise all tax and accounting work, prepare tax returns and accounting reports, provide tax and accounting advice. 5) TERRI A GOLENO RENTAL ACTIVITY POSITION: Owner of right to lease building NATURE: Terri A Goleno will have the sole right to lease the property at 726 S Missouri Av, Lakeland, FL 33815, and take on all responsibility for the expenses of the property, effective July 1, 2023. The property will still be owned by Robert C Cheatham and Susan Jill Cheatham 50% and Terri A Goleno 50%. Through June 30, 2023, rental activity was reported through OBA Dream on Partnership, which will cease to exist. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 07/01/2023 ADDRESS: 726 S Missouri Ave, Lakeland FL 33815, United States DESCRIPTION: Maintain the property at 726 S Missouri and collect and account for rent and related expenses. Tenant will be Cheatham and Fyock Accounting & Tax LLC

Exams

• S63 Uniform Securities Agent State Law Examination
  2001-03-02