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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
NC RA APPROVED 2011-08-16
  • NC RA
    APPROVED
    Since 2011-08-16

Branch Locations

243 Commerce St, Greenville, NC 27858 • 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
Jenkins Management Consulting Pc Greenville NC 04/1999 Present
Cetera Investment Advisers Llc Schaumburg IL 08/2011 Present
Cetera Financial Specialists Llc Schaumburg IL 08/2011 Present
Jenkins Wealth Advisors, Llc Greenville NC 01/2019 Present
  • 04/1999 → Present
    Jenkins Management Consulting Pc
    Greenville, NC
  • 08/2011 → Present
    Schaumburg, IL
  • 08/2011 → Present
    Cetera Financial Specialists Llc
    Schaumburg, IL
  • 01/2019 → Present
    Jenkins Wealth Advisors, Llc
    Greenville, NC
Previous Registrations
  • 2009-01-14 → 2011-08-02
    Avantax Advisory Services
    Irving, TX
Other Businesses

1)NAME OF OTHER BUSINESS: LONG TERM INVESTMENTS LLC; INVESTMENT RELATED: NO; ADDRESS: 243 COMMERCE STREET, GREENVILLE, NC 27858; NATURE OF BUSINESS: RENTAL REAL ESTATE; START DATE: 11/2012; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: LESS THAN 2; APX NUMBER OF HOURS DURING TRADING HOURS: LESS THAN 2; BRIEF DESCRIPTION OF DUTIES: ADMINISTRATIVE; 2)NAME OF OTHER BUSINESS: JENKINS WEALTH ADVISORS LLC; INVESTMENT RELATED: YES; ADDRESS: 243 COMMERCE STREET, GREENVILLE, NC 27858; NATURE OF BUSINESS: FINANCIAL PLANNING, INVESTMENT ADVISORY, RETIREMENT PLANNING; START DATE: 01/2019; POSITION/TITLE/RELATIONSHIP: OWNER / PRESIDENT; APX NUMBER OF HOURS PER WEEK: 5; APX NUMBER OF HOURS DURING TRADING HOURS: 5; BRIEF DESCRIPTION OF DUTIES: MANAGE CLIENT RELATIONSHIPS, COMPLET PLANNING ENGAGEMENTS; 3)NAME OF OTHER BUSINESS: JENKINS MANAGEMENT CONSULTING, P.C.; INVESTMENT RELATED: NO; ADDRESS: 243 COMMERCE STREET, GREENVILLE, NC 27858; NATURE OF BUSINESS: TAX / ACCOUNTING / ADVISORY; START DATE: 04/1999; POSITION/TITLE/RELATIONSHIP: OWNER / CPA; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: TAX PREPARATION & PLANNING, POWER OF ATTORNEY FOR IRS AND OTHER TAX MATTERS. ACCOUNTING 4) NAME OF OTHER BUSINESS: VIDANT MEDICAL CENTER; INVESTMENT RELATED: NO; ADDRESS: 2100 STANTONSBURG ROAD GREENVILLE, NC 27834; NATURE OF BUSINESS: NON PROFIT; START DATE: 5/2021; POSITION/TITLE/RELATIONSHIP: BOARD MEMBER/FINANCE COMMITTEE MEMBER; APX NUMBER OF HOURS PER WEEK: LESS THAN 1; APX NUMBER OF HOURS DURING TRADING HOURS: LESS THAN 1; BRIEF DESCRIPTION OF DUTIES: SERVE AS PART OF GENERAL POLICY MAKING BODY FOR ORGANIZATION; 5)NAME OF OTHER BUSINESS: JENKINS/MANUEL FAMILY FOUNDATION; INVESTMENT RELATED: NO; ADDRESS: P O BOX 2155 GREENVILLE, NC 27836; NATURE OF BUSINESS: NON PROFIT; START DATE: 1/2021; POSITION/TITLE/RELATIONSHIP: BOARD MEMBER; APX NUMBER OF HOURS PER WEEK: LESS THAN 1; APX NUMBER OF HOURS DURING TRADING HOURS: LESS THAN 1; BRIEF DESCRIPTION OF DUTIES: PLAN AND EXECUTE ACTIVITIES; 6) NAME OF OTHER BUSINESS: VIDANT HEALTH FOUNDATION INC ; INVESTMENT RELATED: NO; ADDRESS: 690 MEDICAL DRIVE GREENVILLE, NC 27835; NATURE OF BUSINESS: NONPROFIT HOSPITAL FOUNDATION ; START DATE: 02/2022 ; POSITION/TITLE/RELATIONSHIP: BOARD MEMBER ; APX NUMBER OF HOURS PER WEEK: LESS THAN 1 ; APX NUMBER OF HOURS DURING TRADING HOURS: LESS THAN 1 ; BRIEF DESCRIPTION OF DUTIES: OVERSEE FISCAL OPERATIONS AND MAKE POLICIES; 7) NAME OF OTHER BUSINESS: CELEBRATE IN JUNE, INC ; INVESTMENT RELATED: NO; ADDRESS: 243 COMMERCE STREET GREENVILLE, NC 27858; NATURE OF BUSINESS: NONPROFIT ; START DATE: 10/2021 ; POSITION/TITLE/RELATIONSHIP: BOARD MEMBER ; APX NUMBER OF HOURS PER WEEK: LESS THAN 1 ; APX NUMBER OF HOURS DURING TRADING HOURS: LESS THAN 1 ; BRIEF DESCRIPTION OF DUTIES: OVERSEE FISCAL OPERATIONS AND MAKE POLICIES;

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-12-30
  • S66 Uniform Combined State Law Examination
    2008-12-30
Designations

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