Heath Chavis

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2013 → 08/2017
  H.D.VEst Investment Services
  Gaithersburg, MD
• 01/2014 → 08/2017
  H.D.VEst Advisory Services
  Gaithersburg, MD
• 06/2014 → 05/2017
  Rosenbloom & Butler,Cpa,Pc
  Rockville, MD
• 09/2017 → 04/2019
  Triad Advisors, Inc.
  Norcross, GA
• 06/2019 → 09/2025
  Avantax Investment Services, Inc.
  Gaithersburg, MD
• 06/2019 → 09/2025
  Avantax Advisory Services
  Gaithersburg, MD
• 04/2019 → 05/2019
  Unemployed
  Gaithersburg, MD
• 05/2019 → Present
  The Ibc Group
  Gaithersburg, MD
• 05/2017 → 04/2019
  Eaglestone
  Rockville, MD
• 06/2019 → 09/2025
  Avantax Insurance Agency, Llc
  Reisterstown, MD
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Reisterstown, MD
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2019-07-03 → 2025-09-05
  Avantax Advisory Services
  Gaithersburg, MD
• 2014-01-29 → 2017-08-28
  Avantax Advisory Services
  Gaithersburg, MD

Other Businesses

The IBC Group~'NIR'~601 Lake Varuna Drive~Gaithersburg~MD~20878~Accounting Services/Tax Preparation~Owner~5/1/2019~100hrs~100hrs~I am the sole owner of the full service tax and accounting firm. I will provide tax preparation services to small businesses and individuals.

Exams

• S66 Uniform Combined State Law Examination
  2013-08-24

Designations

• Certified Financial Planner