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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-09-05 |
| TX | RA | APPROVED_RES | 2025-09-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-08-31 |
| S63 | Uniform Securities Agent State Law Examination | 2008-11-26 |
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