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Current Employers
Cambridge Investment Research Advisors, Inc.

1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2020-12-02
  • GA RA
    APPROVED
    Since 2020-12-02

Branch Locations

445 Manget St. Ste. 200, Marietta, GA 30060 • United States

Disclosures

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.

  • Regulatory action Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 08/2015 → Present
    Cumberland Financial Group
    Marietta, GA
  • 05/2014 → Present
    Timothy P. Evans, Cpa, Cfp
    Johns Creek, GA
  • 08/2015 → 12/2020
    Avantax Investment Services, Inc.
    Marietta, GA
  • 06/2016 → 12/2020
    Avantax Advisory Services
    Marietta, GA
  • 09/2015 → 12/2020
    Avantax Insurance Agency, Llc
    Marietta, GA
  • 12/2020 → Present
    Cambridge Investment Research, Inc.
    Fairfield, IA
  • 12/2020 → Present
    Fairfield, IA
Previous Registrations
  • 2016-06-15 → 2020-12-08
    Avantax Advisory Services
    Marietta, GA
  • 2014-05-15 → 2015-08-25
    Bison Wealth, Llc
    Atlanta, GA
  • 2011-06-06 → 2014-05-20
    Atlanta, GA
  • 2010-08-06 → 2011-05-25
    Johns Creek, GA
    Atlanta, GA
  • 2009-02-10 → 2011-05-13
    Seidman Private Advisors Llc
    Atlanta, GA
    Kirkland, WA
  • 2002-08-30 → 2009-01-02
    Atlanta, GA
    Atlanta, GA
  • 1995-05-04 → 2008-12-18
    Creative Financial Group Ltd
    Atlanta, GA
    Atlanta, GA
Other Businesses

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

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1992-07-16
S63 Uniform Securities Agent State Law Examination 1984-12-05
  • S65 Uniform Investment Adviser Law Examination
    1992-07-16
  • S63 Uniform Securities Agent State Law Examination
    1984-12-05
Designations
Other Names
  • Tim Evans
  • Tim Evans
  • Tim Evans

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