Colin Robert Leisy

Current Employers

Employment History

• 08/2001 → Present
  The Tax Corps Ltd
  Wilson, NC
• 06/2008 → 09/2025
  Avantax Advisory Services
  Wilson, NC
• 01/2002 → Present
  Colin And Susan Leisy Owned Office Building
  Wilson, NC
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Wilson, NC
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2008-06-16 → 2025-09-05
  Avantax Advisory Services
  Wilson, NC
  Wilson, NC
  Dallas, TX

Other Businesses

1) The Tax Corps, LTD 2810 Fieldstream Dr N~Wilson~NC~27896~Tax Preparation/Accounting~President~8/1/2001~200hrs~200hrs~Tax prep, bookkeeping & payroll services, consulting services 2) Colin and Susan Leisy owned Office Building 2810 Fieldstream Drive~Wilson~NC~27896~Rental Property~Owner~1/17/2002~0hrs~0hrs~None. The bank bill pay system is set up to automatically transfer rent to personal account and then to pay the mortgage from the personal account. 3) DELORES V LEISY LIVING TRUST DATED FEBRUARY 26 2006 POSITION: trustee NATURE: This trust holds the assets of the Delores V Leisy Living Trust which includes a house, bank accounts and a brokerage account. Primary activity will be to distribute the trusts assets to the 3 beneficiaries which include myself and 2 siblings. INVESTMENT RELATED: Yes NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 2 START DATE: 02/15/2022 ADDRESS: 2810 Fieldstream Dr N, Wilson NC 27896, United States DESCRIPTION: 1. Make certain all assets are collected into the trust2. Get valuations on art and collectables3. Liquidate any assets not specifically wanted by beneficiaries4. Transfer assets to beneficiaries according to the trusts requirements5. Prepare the tax return for and close out the trust. 4) ACTIVE PLANNING AND INVESTMENT SOLUTIONS POSITION: Owner NATURE: This is the DBA reported and approved in 2019 for my advisory, financial planning?I and products business that I have been doing with Avantax and prior with HD Vest since 2007. INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 08/15/2019 ADDRESS: 2810 Fieldstream Dr N, Wilson NC 27896, United States DESCRIPTION: I manage the financial assets of my clients primarily through advisory but including some insurance, annuity, and investment sales

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-06-03
• S63 Uniform Securities Agent State Law Examination
  2007-08-30

Designations

Other Names

• Colin R Leisy