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Current Employers
Cetera Investment Advisers Llc

1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2025-09-05
TX RA APPROVED_RES 2025-09-05
  • GA RA
    APPROVED
    Since 2025-09-05
  • TX RA
    APPROVED_RES
    Since 2025-09-05

Branch Locations

Monroe, GA • United States

320 S Madison Ave,, Monroe, GA 30655 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Acuff Accounting & Tax Service Loganville GA 06/2008 04/2025
Avantax Investment Services, Inc. Loganville GA 06/2008 09/2025
Acuff Financial Services Inc Loganville GA 10/2006 04/2025
Avantax Advisory Services Loganville GA 09/2021 09/2025
Acuff Financial Services, Inc Loganville GA 06/2008 08/2023
Bradford & Rieger Wealth Advisors, Llc Monroe GA 04/2025 Present
Hamilton Financial Services Pc Snellville GA 08/2025 Present
Cetera Wealth Services, Llc Monroe GA 09/2025 Present
Cetera Investment Advisers Llc Schaumburg IL 09/2025 Present
  • 06/2008 → 04/2025
    Acuff Accounting & Tax Service
    Loganville, GA
  • 06/2008 → 09/2025
    Avantax Investment Services, Inc.
    Loganville, GA
  • 10/2006 → 04/2025
    Acuff Financial Services Inc
    Loganville, GA
  • 09/2021 → 09/2025
    Avantax Advisory Services
    Loganville, GA
  • 06/2008 → 08/2023
    Acuff Financial Services, Inc
    Loganville, GA
  • 04/2025 → Present
    Bradford & Rieger Wealth Advisors, Llc
    Monroe, GA
  • 08/2025 → Present
    Hamilton Financial Services Pc
    Snellville, GA
  • 09/2025 → Present
    Cetera Wealth Services, Llc
    Monroe, GA
  • 09/2025 → Present
    Schaumburg, IL
Previous Registrations
  • 2021-09-20 → 2025-09-05
    Avantax Advisory Services
    Loganville, GA
    Monroe, GA
    Monroe, GA
Other Businesses

1) PROVIDENCE CLASSICAL CHRISTIAN SCHOOL POSITION: Board Member - Financial Committee Chair NATURE: I am the financial committee chairman and board member for PCCS. I am responsible for overseeing the school's core mission statement and helping with financial oversight and counsel. INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 07/15/2022; 252 Byrd Rd, Oxford GA 30054, United States DESCRIPTION: Help create budgets. Review and oversee financial statements. Ensure that we are adhering to financial stability markers and staying within budget. Helping to create long-term plans for donations and tuition. The extent of donation support I help create documents that ask for personal cash donations to the non-profit school. I do not participate in selling or issuing securities. I am not participating in any trading, brokerage accounts, securities and the like. Further, this school does not own, manage or create securities. 2)BRADFORD & RIEGER WEALTH ADVISORS, LLC POSITION: Financial Advisor & Managing Member NATURE: Wealth Management Services. We provide on-going fiduciary Advisory services to individuals, families, trusts, and corporations. We can also provide retail brokerage solutions including but not limited to insurance, annuities, and alternative investments. INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 80 START DATE: 04/29/2025 ADDRESS: 320 S Madison Ave #100, Monroe GA 30656, United States DESCRIPTION: Firm management of processes, employees, and client relationships. On-going financial planning and investment management through advisory relationships with clients. Management of contributions, distributions, and account trading. Model creation and portfolio management. Tax planning for advisor client relationships 3) Brighthouse Wealth Management Inc; Employee; The purpose of this organization is to provide structured compensation to support individuals helping in the earnings of 1099 income to Mark Alan Bradford as a Registered Representative. It will also provide assets for use in the business needs of self-employed registered representative activities.; NIR; 35; 12/21/2017; 1057 Silver Thorne Drive Loganville GA 30052; Management and supervision of support persons and coordinating lease agreements for utilized assets. 4) HAMILTON FINANCIAL SERVICES PC POSITION: Tax Accountant NATURE: I will be providing tax preparation services to my wealth management clients and select clients who I have completed tax returns for many years. INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 15 START DATE: 08/18/2025 ADDRESS: 2326 Wisteria Dr. Suite 110, Snellville GA 30078, United States DESCRIPTION: I am tasked with completing tax returns for clients that I serve through wealth management. 5) Walton Community Church; Treasurer; I am tasked with helping shape budgets, financial processes, and making sure all AP and AR is reported timely and accurately. I also assist with donor management and account for all donor contributions for the year. I am not directly involved with collecting donations. ; NIR; 1; 0; 08/15/2025; 110 Mears St Monroe GA 30655; Budgeting, Financial reporting and accounting, donor accounting, oversee bill pay and deposits for donations received by the church. I do not directly collect donations but oversee volunteers who manually count and take deposits to the bank.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-08-31
S63 Uniform Securities Agent State Law Examination 2008-11-26
  • S65 Uniform Investment Adviser Law Examination
    2021-08-31
  • S63 Uniform Securities Agent State Law Examination
    2008-11-26

View on SEC IAPD

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