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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 |
| NV | RA | APPROVED | 2025-09-05 |
| TX | RA | APPROVED_RES | 2025-09-05 |
Branch Locations
1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Altanta | GA | 10/2010 | 03/2021 |
| Ifg Advisory, Llc | Atlanta | GA | 11/2013 | 03/2021 |
| Avantax Insurance Agency, Llc. | Atlanta | GA | 03/2021 | Present |
| Avantax Investment Services Inc. | Atlanta | GA | 03/2021 | Present |
| Avantax Advisory Services | Atlanta | GA | 03/2021 | Present |
| Legacy Capital Advisors, Llc | Atlanta | GA | 07/2013 | Present |
| Resurgens Investments, Llc | Atlanta | GA | 04/2012 | Present |
| Legacy Tax And Accounting Llc | Asheville | NC | 01/2024 | Present |
| Cetera Wealth Services, Llc | Las Vegas | NV | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) LEGACY CAPITAL ADVISORS, LLC POSITION: Member NATURE: Wealth Management - advising clients, investing, and financial planning. Legacy Capital Advisors, LLC is a DBA only for Resurgens Investments, LLC business. INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 07/17/2013 ADDRESS: 4401 Northside Pkwy NW, STE 900, Atlanta GA 30327, United States DESCRIPTION: Wealth manager responsible for all facets of client engagement, including: financial planning, investment management, determining the right type and amounts of insurance for the client's needs, and helping project retirement income. 2) RESURGENS INVESTMENTS, LLC POSITION: Owner NATURE: This entity will be used for Avantax business. In addition, this entity collects rents from the rental of office spaces to other financial professionals. Each office has locks on the doors. We lease 2 offices. INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 130 START DATE: 04/10/2012 ADDRESS: 4401 Northside Pkwy NW, STE 900, Atlanta GA 30327, United States DESCRIPTION: Meeting with clients, hold team meetings, prospect for new business, collect rents from tenants, and manage portfolio of investments. 3) LEGACY TAX AND ACCOUNTING LLC POSITION: Member NATURE: Wealth Management - advising clients, investing, and financial planning. Legacy Tax and Accounting, LLC is a DBA only for Resurgens Investments, LLC business. INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/02/2024 ADDRESS: 10 Brook Street, Suite 235, Asheville NC 28803, United States DESCRIPTION: Wealth manager responsible for all facets of client engagement, including: financial planning, investment management, determining the right type and amounts of insurance for the client's needs, and helping project retirement income.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-12-23 |
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