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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2020-12-02 |
Branch Locations
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 |
|---|---|---|---|---|
| Cumberland Financial Group | Marietta | GA | 08/2015 | Present |
| Timothy P. Evans, Cpa, Cfp | Johns Creek | GA | 05/2014 | Present |
| Avantax Investment Services, Inc. | Marietta | GA | 08/2015 | 12/2020 |
| Avantax Advisory Services | Marietta | GA | 06/2016 | 12/2020 |
| Avantax Insurance Agency, Llc | Marietta | GA | 09/2015 | 12/2020 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 12/2020 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 12/2020 | Present |
1) TIMOTHY P EVANS, CPA, PC, 5475 N HILLBROOKE TRACE, JOHNS CREEK, GA, CPA/ENROLLED AGENT/TAX PREP, SOLE OWNER, 01/01/85 NIR, 60/WK- 8/TRADING HR 2) TIMOTHY P EVANS, INSURANCE AGENT/SALES, 5475 N HILLBROOKE TRACE, JOHNS CREEK, GA, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, 01/01/87, NIR, 0/WK- 0/TRADING 3) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL-20/WK-20/TRADING 12/14/20 4) CUMBERLAND FINANCIAL GROUP, 445 Manget Street, Marietta GA 30060, United States, 01/01/2015, Agent, Using a Trade Name/dba, INV REL, 25 HR/MO - 6 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-07-16 |
| S63 | Uniform Securities Agent State Law Examination | 1984-12-05 |
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