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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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lynch, Gregg & Lynch, Pa | Dade City | FL | 03/1985 | Present |
| 1St Global Capital Corp | Dade City | FL | 02/2015 | 10/2019 |
| 1St Global Advisors, Inc | Dade City | FL | 02/2015 | 10/2019 |
| Avantax Insurance Services, Inc. | Dade City | FL | 01/2017 | 09/2025 |
| Avantax Advisory Services | Dade City | FL | 10/2019 | 09/2025 |
| Avantax Investment Services, Inc. | Dade City | FL | 10/2019 | 09/2025 |
| Lynch, Cotton & Associates, Pa | Dade City | FL | 09/1988 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 07/2025 | Present |
| Cetera Wealth Services, Llc | Dade City | FL | 09/2025 | Present |
1) LGL WEALTH MANAGEMENT, LLC POSITION: OWNER NATURE: FINANCIAL SERVICES INVESTMENT RELATED: Yes NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 2 START DATE: 04/30/2015; Dade City FL; Financial services 2) RENTAL PROPERTY POSITION: LANDLORD NATURE: RENTAL REAL ESTATE INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0; Dade City FL 33525, LANDLORD OF VARIOUS RENTAL PROPERTIES 3) LYNCH, COTTON & ASSOCIATES, PA POSITION: President NATURE: CPA firm that I have co-owned for approximately 30 years, providing various accounting and tax services. Firm was formerly known as Lynch, Gregg & Lynch, PA; upon retirement of two partners, firm was renamed (not a new entity, simply a name change of the existing corporate entity) INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 130 START DATE: 09/15/1988; 14114 Sixth St, Dade City FL 33525, CPA and co-owner of firm. Provide accounting and tax services to clients and supervise staff.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-02-13 |
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