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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2025-09-05 |
Branch Locations
1420 Northbrook Drive Suite 104, Gardendale, AL 35071 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Paul R. Windham, Cpa | Trussville | AL | 07/2000 | Present |
| Avantax Investment Services, Inc. | Gardendale | AL | 06/2010 | 09/2025 |
| Avantax Advisory Services | Gardendale | AL | 08/2011 | 09/2025 |
| Windham Financial Group Pc | Gardendale | AL | 02/2014 | Present |
| Cetera Wealth Services, Llc | Gardendale | AL | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
Paul R. Windham CPA, CFP, PFS~'NIR'~2841 Ridge Parkway~Trussville~AL~35173~Tax Preparation/Accounting~Owner/Sole Proprietor~7/1/2000~20hrs~0hrs~Tax Preparation of individual and corporate returns. Payroll services for one company|Windham Financial Group PC~'NIR'~1420 Northbrook Drive~Gardendale~AL~35071~Tax Preparation/Accounting~President~2/1/2014~200hrs~15hrs~I am the owner of Windham Financial Group, PC.|
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2010-08-17 |
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