Melissa Elizabeth Southwell

Current Employers

Employment History

• 06/2026 → Present
  Lpl Financial, Llc
  Southfield, MI
• 01/2020 → 09/2025
  Avantax Advisory Services
  Livonia, MI
• 01/2020 → 09/2025
  Avantax Investment Services, Inc.
  Livonia, MI
• 01/2020 → 09/2025
  Avantax Insurance Agency, Llc
  Livonia, MI
• 01/2017 → 01/2020
  Sigma Planning Corporation
  Ann Arbor, MI
• 01/2017 → 01/2020
  Sigma Financial Corporation
  Ann Arbor, MI
• 06/2013 → 01/2017
  Raymond James Financial Services Advisors Inc.
  Livonia, MI
• 03/2010 → 01/2017
  Raymond James Financial Services, Inc.
  Livonia, MI
• 04/2013 → 06/2026
  Gbu Financial Life
  Livonia, MI
• 01/2024 → 06/2026
  Center For Tax Planning
  Livonia, MI
• 09/2025 → 06/2026
  Cetera Wealth Services, Llc
  Livonia, MI
• 09/2025 → 06/2026
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2025-09-05 → 2026-06-15
  Cetera Investment Advisers Llc
  Livonia, MI
  Huntington Woods, MI
• 2020-01-27 → 2025-09-05
  Avantax Advisory Services
  Dallas, TX
  Livonia, MI
  Huntington Woods, MI
• 2017-01-31 → 2020-01-27
  Spc
  Livonia, MI
  Ann Arbor, MI
  Livonia, MI
• 2013-06-12 → 2017-01-31
  Raymond James Financial Services Advisors, Inc
  Livonia, MI

Other Businesses

1. 06/2026 - Melissa Southwell LLC - Business Entity For Tax/Investment Purposes Only - Not Inv Related – 4 Hour(s)/Month – 4 Hour(s) During Trading – Huntington Woods, MI, 48070 – OBA Start Date: 06/01/2026 2. 06/2026 - MELISSA SOUTHWELL - Non-Variable Insurance - Inv Related – 2 Hour(s)/Month – 2 Hour(s) During Trading – Farmington, MI, 48335 – OBA Start Date: 04/01/2013 3. 06/2026 - Making Investing Personal LLC - Business Entity For Tax/Investment Purposes Only - Not Inv Related – 4 Hour(s)/Month – 4 Hour(s) During Trading – Farmington, MI, 48335 – OBA Start Date: 02/09/2018

Exams

• S66 Uniform Combined State Law Examination
  2013-06-04

Other Names

• Melissa Elizabeth Pilzner
• Melissa Elizabeth Rubingh