Justin Nicholas Plummer

Current Employers

Employment History

• 12/2013 → Present
  Law Offices Of Cheryl David, Pllc
  Greensboro, NC
• 02/2023 → 09/2025
  Avantax Investment Services Inc.
  Greensboro, NC
• 02/2023 → 09/2025
  Avantax Advisory Services
  Greensboro, NC
• 05/2023 → Present
  Wisdom Wealth Care
  Greensboro, NC
• 11/2023 → 09/2025
  Avantax Insurance Agency And/Or Avantax Insurance Services
  Greensboro, NC
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Greensboro, NC
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2023-05-01 → 2025-09-05
  Avantax Advisory Services
  Greensboro, NC

Other Businesses

1) JOYCE L. PLUMMER LIVING TRUST POSITION: Co-Trustee NATURE: Ability to act as a co-trustee on my mothers trust assets as she is in declining health. INV RLTD: No # OF HRS: 0 SEC TRDNG HRS: 0 ST DT: 12/13/2016 ADDR: 528 College Rd, Greensboro NC 27410 DESCR: Assisting mother in financial affairs of her trust & associated tasks with management of trust assets. 2) LAW OFFICES OF CHERYL DAVID, PLLC POSITION: Attorney NATURE: Creation of estate planning documents for clients.Estate Administration for clientsElder Care/Asset Preservation for clients in nursing facilities or needs.Providing public with different advisory services with respect to planning for special needs beneficiaries.Transfer of Real Estate related to estate plans with deed preparation. INVESTMENT RELATED: Yes NUMBER OF HOURS: 150 SECURITIES TRADING HOURS: 100 START DATE: 12/03/2013 ADDRESS: 528 College Rd, Greensboro NC 27410, United States DESCRIPTION: General Legal duties of Attorney; Creation of estate planning documents for clients, meeting with clients to assess legal needs for estate planning; advising probate and trust administration with general public, management of paralegals duties in regard to same as above. Act as Registered Agent under capacity of the law firm. 3) TOMAHAWK ESTATES, LLC POSITION: Managing Member NATURE: The purpose of the LLC is to hold and manage the real estate located at 528 College Rd. Greensboro, NC 27455. INVESTMENT RELATED: Yes # OF HRS: 1 SEC TRDNG HRS: 1 ST DT: 02/05/2019 ADDR: 528 College Rd, Greensboro NC 27410 DESCR: My duty as a member manager consists of management of firm's real estate, upkeep/maintenance on associated real estate, payment of items ancillary to real estate property, maintain insurance and other associated items with the management of the real estate and control and receive the payment of rental income from tenant of the property. 4) WISDOM WEALTH CARE POSITION: Financial Advisor NATURE: Investment Advising Services - Linus Whitlock, Logan Whitlock and Cheryl David are all associated members of this firm connected with Avantax currently. INV RLTD: No # OF HRS: 40 SEC TRDNG HRS: 40 ST DT: 05/15/2023 ADDR: 7 St Martin Pl, Greensboro NC 27455 DESCR: Referral of clients to business and investment advising of client services for financial planning purposes. 5) DOWNTOWN ROTARY CLUB POSITION: President Elect/President NATURE: Cultivating community involvement with charitable causes, business networking, Endowing Scholarships and funding local community grants, Community Service, Educational resources for community resources and services. INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2023 ADDRESS: 528 College Rd, Greensboro NC 27410, United States DESCRIPTION: I will become the President of our Rotary club in June of this year and will have general oversight over the board of directors, running weekly meetings, implementing club's policies and goals for local community, coordinating communications between local club and Rotary International and assisting our community at large with improvement of resources and community services.

Exams

• S66 Uniform Combined State Law Examination
  2023-05-01