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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 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Avantax Investment Services, Inc. | Sandersville | GA | 06/2017 | 09/2025 |
| Madison Ashleigh Llc | Sandersville | GA | 05/2017 | Present |
| Sweat & Associates Llc | Wrightsville | GA | 09/2013 | Present |
| Avantax Advisory Services | Sandersville | GA | 05/2019 | 09/2025 |
| Cetera Wealth Services, Llc | Sandersville | GA | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) Madison Ashleigh LLC~309 Washington Ave~Sandersvillr~GA~31082~Tax Preparation/Accounting~President~5/1/2017~120hrs~60hrs~Provide accounting, bookkeeping and tax preparation services to clients 2) Sweat & Associates LLC~8659 S. Marcus St~Wrightsville~GA~31096~Tax Preparation/Accounting~Other~9/1/2013~120hrs~60hrs~Manage an office that provides accounting, bookkeeping and tax preparation services to clients 3) SWEAT & HARRISON, LLC POSITION: Tax Professional NATURE: Tax preparation, bookkeeping, financial planning. INVESTMENT RELATED: No NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 110 START DATE: 01/01/2023 ADDRESS: 8659 S. Marcus St, Wrightsville GA 31096, United States DESCRIPTION: Provide assistance with completing tax returns and financials for corporations and individuals. ??
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-09-22 |
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