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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-08-19 |
Branch Locations
905 Mlk Jr Dr Suite 100, Tarpon Springs, FL 34689 • 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 |
|---|---|---|---|---|
| Avantax Investment Services, Inc. | Tarpon Springs | FL | 07/2010 | 09/2025 |
| Billingham And Associates | Tarpon Springs | FL | 05/2010 | Present |
| Publix Supermarkets | Palm Harbor | FL | 06/2017 | 11/2021 |
| Avantax Insurance Agency, Llc | Tarpon Springs | FL | 10/2011 | 09/2025 |
| Avantax Advisory Services | Tarpon Springs | FL | 01/2011 | 09/2025 |
| Billingham & Akin Financial Services | Tarpon Springs | FL | 05/2017 | Present |
| Avantax Insurance Agency And/Or Avantax Insurance Services | Tarpon Springs | FL | 11/2023 | 09/2025 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 07/2025 | Present |
| Cetera Wealth Services, Llc | Tarpon Springs | FL | 09/2025 | Present |
1) BILLINGHAM & AKIN FINANCIAL SERVICES POSITION: Financial Adviser NATURE: Tax preparation, investment adviser. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 05/01/2017 ADDRESS: 905 M L King Jr Drive, Suite 100, Tarpon Springs FL 34689, United States DESCRIPTION: Preparation of tax returns, origination and management of investment products and portfolios. 2) Billingham & Associates; Tax Preparation/Accounting; Tax Preparation/Accounting; NIR; 05/01/2010; 905 M L King Dr, ste 610 Tarpon Springs FL 34689; tax preparation
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-11-08 |
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