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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-09-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Susan Lewis Real Estate | Sandersville | GA | 01/1994 | Present |
| City Hall/Historic And Developmental | Sandersville | GA | 01/2004 | Present |
| Avantax Insurance Services, Llc. | Sandersville | GA | 12/2009 | 09/2025 |
| Avantax Investment Services, Inc. | Sandersville | GA | 12/2009 | 09/2025 |
| Donnie Sweat Cpa | Wrightsville | GA | 12/2009 | Present |
| Slcs Property | Sandersville | GA | 12/2008 | Present |
| Avantax Advisory Services | Sandersville | GA | 10/2010 | 09/2025 |
| First Income Advisors | Eden Praire | MN | 05/2016 | Present |
| Avantax Insurance Agency, Inc. | Sandersville | GA | 09/2017 | 09/2025 |
| Cetera Wealth Services, Llc | Sandersville | GA | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) Buckhead Brokerage Group~241 West Wieuca Rd, Suite 200~Atlanta~GA~30342~Independent Insurance Agent~Insurance Sales Agent~1/26/2012~10hrs~10hrs~non security related insurance products 2) City Hall Sowntown Development Auth~P O Box 71~Sandersville~GA~31082~Professional Services - Business/Individual~Member of the Board of Directors~1/1/2004~15hrs~0hrs~I serve as liason between downtown merchants and city as well as cemetery restoration 3) Donnie Sweat CPA~8659 S. Marcus St~Wrightsville~GA~31096~Tax Preparation/Accounting~Employee~12/1/2009~10hrs~0hrs~accounting bookkeeping tax and payroll 4) First Income Advisors~55344 Flying Cloud Dr~Eden Praire~MN~55344~Finance~Contractor~5/24/2016~10hrs~0hrs~insurance fixed inc annuities 5) First Protective~600 Luckie Dr Suite 200~Birmingham~AL~35223~Insurance Agent~Insurance Sales Agent~1/11/2017~3hrs~0hrs~ltc 6) Metlife~4151 AShford Dunwoody Road Suite 500~Atlanta~GA~30319~Independent Insurance Agent~Insurance Sales Agent~1/26/2012~1hrs~0hrs~sale of non securities insurance 7) Protective~P o Box 830771~Birminham~AL~35283~Independent Insurance Agent~Insurance Sales Agent~1/26/2012~1hrs~0hrs~the sale of non security insurance 8) State Life~P O Box 368~Indianapolis~IN~46206~Independent Insurance Agent~Insurance Sales Agent~1/26/2012~10hrs~10hrs~selling of non security insurance products 9) Sandersville Community Theatre~P O Box 1114~Sandersville~GA~31082~Musician/Artist~Director/Officer~1/1/1996~1hrs~0hrs~putting on musicals and plays 10) Southern Service Dogs~10670 Linton Road~Warthen~GA~31094~Nonprofit~Director/Officer~7/12/2017~2hrs~0hrs~To be a member at large on the board of directors 11) SLSC Properties LLC~106 Malone St~Sandersville~GA~31082~Rental Property Owner/Management~Owner/Sole Proprietor~12/1/2008~10hrs~0hrs~I Provide commercial real estate for public rent 12) Susan Lewis~8659 S MArcus St~Wrightsville~GA~31082~Independent Insurance Agent~Insurance Sales Agent~1/1/2010~25hrs~25hrs~Appointment with State Life to offer Access to Care Fixed Life Insurance Product 13) Susan Lewis Real Estate~106 Malone St~Sandersville~GA~31082~Rental Property Owner/Management~Owner/Sole Proprietor~1/1/1994~10hrs~0hrs~I provide commercial real estate for public rent 14) Washington County Historical Society SES Foundatio~129 Jones St~Sandersville~GA~31082~Other~Director/Officer~7/13/2012~15hrs~0hrs~trying to save our historic highschool building from being torn down, cemetery restoration 15) SANDERSVILLE SCHOOL BUILDING AUTHORITY POSITION: Director/Officer NATURE: Nonprofit INVESTMENT RELATED: Yes NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 2 START DATE: 05/15/2015 ADDRESS: 514 North Harris St, P O Box 5923, Sandersville GA 31082, United States DESCRIPTION: to help restore Historical School Facility for Community Arts Center
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-09-30 |
| S63 | Uniform Securities Agent State Law Examination | 1986-01-17 |
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