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2170 Satellite Boulevard Suite 175, Duluth, GA 30097 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-12-17 |
Branch Locations
2170 Satellite Boulevard Suite 175, Duluth, GA 30097 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Avantax Investment Services, Inc. | Duluth | GA | 11/2014 | 09/2025 |
| Avantax Advisory Services | Duluth | GA | 02/2015 | 09/2025 |
| Avantax Insurance Agency, Llc | Duluth | GA | 04/2015 | 09/2025 |
| Cetera Wealth Services, Llc | Duluth | GA | 09/2025 | 12/2025 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | 12/2025 |
| Legacy Partner Group | Duluth | GA | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-01-20 |
| S63 | Uniform Securities Agent State Law Examination | 1984-08-13 |
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