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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-08-19 |
Branch Locations
7331 Office Park Place Suite 400, Viera, FL 32940 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rob Motty, Cpa, P.A. | Viera | FL | 01/2005 | Present |
| 1St Global Capital Corp | Viera | FL | 01/2006 | 10/2019 |
| 1St Global Advisors, Inc. | Viera | FL | 11/2006 | 10/2019 |
| Avantax Insurance Services, Inc. | Viera | FL | 04/2008 | 09/2025 |
| Avantax Investment Services, Inc. | Viera | FL | 10/2019 | 09/2025 |
| Avantax Advisory Services | Viera | FL | 10/2019 | 09/2025 |
| Avantax Insurance Agency And/Or Avantax Insurance Services | Viera | FL | 05/2024 | 09/2025 |
| Avantax Insurance Agency And/Or Avantax Insurance Services | Viera | FL | 05/2024 | 09/2025 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 07/2025 | Present |
| Cetera Wealth Services, Llc | Viera | FL | 09/2025 | Present |
1) MOTTY CPA & WEALTH MANAGEMENT POSITION: OWNER NATURE: FINANCIAL SERVICES INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 02/15/2015 ADDRESS: Ste 305, Melbourne FL 32940, DESCRIPTION: MARKETING NAME I WILL USE FOR CPA AND FINANCIAL SERVICES PRACTICE
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-11-04 |
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