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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 | 2025-09-05 |
| FL | RA | APPROVED | 2025-08-15 |
Branch Locations
133 West Herring Street, Plant City, FL 33563 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 1St Global Capital Corp. | Plant City | FL | 05/2006 | 10/2019 |
| 1St Global Advisors, Inc. | Plant City | FL | 07/2006 | 10/2019 |
| Avantax Insurance Services, Inc. | Plant City | FL | 06/2007 | 09/2025 |
| Sedita Kilton & Company, Certified Public Accountants, P.L. | Plant City | FL | 06/2007 | Present |
| Avantax Investment Services, Inc. | Plant City | FL | 10/2019 | 09/2025 |
| Avantax Advisory Services | Plant City | FL | 10/2019 | 09/2025 |
| Cetera Wealth Services, Llc | Plant City | FL | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) SEDITA KILTON LIFE & WEALTH MANAGEMENT, LLC (FORMALLY SEDITA LIFE & WEALTH MANAGEMENT, LLC) POSITION: OWNER NATURE: FINANCIAL SERVICES INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 6 START DATE: 07/01/2006 ADDRESS: Plant City FL, United States DESCRIPTION: Provide financial services to clients 2) NEWSPAPER POSITION: COUNSULTANT/BOARD MEMBER NATURE: NEWSPAPER INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 9/8/2011 DESCRIPTION: Newspaper 3) SEDITA KILTON & COMPANY, CERTIFIED PUBLIC ACCOUNTANTS, P.L. POSITION: CPA NATURE: CPA firm INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 06/01/2007 DESCRIPTION: CPA firm 4) PLANT CITY PUBLIC SAFETY EMPLOYEES PENSION BOARD POSITION: Board Member (if appointed) NATURE: The entity provides oversight and direction to the Plant City Public Employee's Pension. There is a hired investment advisor, attorney, and actuary who make recommendations to the board for approval. There are five voting members of the board INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 03/01/2018 ADDRESS: 302 W Reynolds St, Plant City FL 33563, United States DESCRIPTION: Board member 5) WINFRED M HARRELL TRUST POSITION: CO-TRUSTEE NATURE: CO-TRUSTEE OF THE WINFRED HARRELL TRUST SINCE WINFRED HARRELL PASSED AWAY ON 11/28/2024 INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 11/28/2024 ADDRESS: 133 West Herring Street, Plant City FL 33563, United States DESCRIPTION: CO-TRUSTEE OF THE WINFRED HARRELL TRUST SINCE WINFRED HARRELL PASSED AWAY ON 11/28/2024, ADMINISTRATION THE TRUST W/CO-TRUSTEE, FILING TAXES, DIVIDING ASSETS BOTH BUSINESS AND PERSONAL BASED ON THE TRUST 6) Stronger Safer Nation Inc; Board Member; expressly advocate the election or defeat of candidates for public office under rules set forth for entities recognized as nonprofit political organizations. Corporation is empowered to solicit and accept voluntary contributions from individuals, political committees, corporations, and other business organizations that are not foreign nationals, federal government contractors, or national banks or corporations organized by act of Congress. Corporation may not make contributions to state or federal candidates, campaign committees, political party committees, or to other federal political committees regulated by the Federal Election Campaign Act of 1971. The Corporation may not make coordinated communications as defined by the regulations of the Federal Election Commission.; NIR; 1; 2; 05/15/2025; 421 Office Park Drive Mountain Brook AL 35223; As a director I will not have check signing authority or any access to funds or other assets of the corporation. I also will not be making investment decisions or giving investment advise. The function of the board of directors is to authorize the acceptance of contributions and the plan for expenditures. 7) NAME OF OTHER BUSINESS: BANK OF TAMPA - PLANT CITY LOCATION; INVESTMENT RELATED: NO; ADDRESS: 4600 W CYPRESS ST, STE 100, TAMPA, FL 33607; NATURE OF BUSINESS: REFERRALS; START DATE: 1/2026; POSITION/TITLE/RELATIONSHIP: NON-FORMAL ADVICE MEMBER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: ASSIST WITH CHARACTER REFERENCES ON BORROWERS AND TO BE MUTUAL REFERRAL SOURCES;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-06-15 |
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