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Current Employers
Cetera Investment Advisers Llc

1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-08-19
  • FL RA
    APPROVED
    Since 2025-08-19

Branch Locations

14114 Sixth St, Dade City, FL 33525 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 03/1985 → Present
    Lynch, Gregg & Lynch, Pa
    Dade City, FL
  • 02/2015 → 10/2019
    1St Global Capital Corp
    Dade City, FL
  • 02/2015 → 10/2019
    1St Global Advisors, Inc
    Dade City, FL
  • 01/2017 → 09/2025
    Avantax Insurance Services, Inc.
    Dade City, FL
  • 10/2019 → 09/2025
    Avantax Advisory Services
    Dade City, FL
  • 10/2019 → 09/2025
    Avantax Investment Services, Inc.
    Dade City, FL
  • 09/1988 → Present
    Lynch, Cotton & Associates, Pa
    Dade City, FL
  • 07/2025 → Present
    Schaumburg, IL
  • 09/2025 → Present
    Cetera Wealth Services, Llc
    Dade City, FL
Previous Registrations
  • 2019-10-25 → 2025-09-05
    Avantax Advisory Services
    Dade City, FL
  • 2015-02-26 → 2019-10-25
    1St Global Advisors Inc
    Dade City, FL
Other Businesses

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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-02-13
  • S66 Uniform Combined State Law Examination
    2015-02-13

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