David Elliott Wilson

Current Employers

Employment History

• 10/2015 → 08/2017
  Woodruff-Roebuck Water District
  Woodruff, SC
• 08/2017 → Present
  Lee, Macbay, Hamilton & Associates, Llc
  Spartanburg, SC
• 11/2017 → 01/2022
  Avantax Investment Services, Inc.
  Spartanburg, SC
• 11/2017 → 01/2022
  Avantax Advisory Services
  Spartanburg, SC
• 03/2018 → 12/2019
  Ascend, Llc
  Buffalo, SC
• 10/2019 → 02/2022
  Avantax Insurance Agency, Llc
  Spartanburg, SC
• 12/2019 → 05/2022
  Dewah, Llc
  Spartanburg, SC
• 02/2022 → 10/2023
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA
• 02/2022 → 10/2023
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 10/2023 → 09/2025
  Avantax Advisor Services
  Spartanburg, SC
• 10/2023 → 09/2025
  Avantax Insurance Agency, Llc
  Spartanburg, SC
• 10/2023 → 09/2025
  Avantax Investment Services, Inc.
  Spartanburg, SC
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Spartanburg, SC
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2023-10-03 → 2025-09-05
  Avantax Advisory Services
  Dallas, TX
  Spartanburg, SC
• 2022-02-16 → 2023-10-11
  Cambridge Investment Research Advisors, Inc.
  Spartanburg,, SC
• 2019-07-08 → 2022-02-21
  Avantax Advisory Services
  Spartanburg, SC

Other Businesses

SUMMIT WEALTH MANAGEMENT, LLC POSITION: Sole Member NATURE: This entity will be used as the marketing entity related to the Avantax financial services business. I will use this entity to record all financial services business. The services to be provided include financial planning, retirement planning, estate planning, investment planning, and tax planning. INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 05/24/2023 ADDRESS: 109 Southport Rd., Spartanburg SC 29306, United States DESCRIPTION: Provide financial advisory services to clients. Engage with clients to help determine and advise suitable financial direction. Provide tax advise, retirement planning solutions, and estate planning solutions to clients. LEE, MACBAY, HAMILTON & ASSOCIATES, LLC POSITION: Associate NATURE: We are a public accounting firm providing accounting, tax, and payroll services. We serve individual, partnership, corporate, and nonprofit clients. INVESTMENT RELATED: No NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 100 START DATE: 08/01/2017 ADDRESS: 109 Southport Rd., Spartanburg SC 29306, United States DESCRIPTION: I am a partner in the firm and I am responsible for the ongoing operation of the firm. I am active in all services provided including tax preparation and review, payroll management and review, financial statement preparation and review, and IT compliance and review. We have a total of 8 employees. I am active in the normal Human Resources management responsibilities of the firm. SOUTHPORT RD. ASSOCIATES, LLC POSITION: Member NATURE: This entity holds the building that the CPA firm operates from. Our CPA firm rents the building from Southport Rd. Associates, LLC. There are only two members of the LLC. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 11/03/2023 ADDRESS: 109 Southport Rd, Spartanburg SC 29306, United States DESCRIPTION: Manage rental of office building to our CPA firm. The CPA firm rents the building from Southport Rd. Associates, LLC NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 6/15/2025; APX NUMBER OF HOURS PER WEEK: 4; APX NUMBER OF HOURS DURING TRADING HOURS: 4; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; BRIEF DESCRIPTION OF DUTIES: SALES OF FIXED INSURANCE PRODUCTS;

Exams

• S66 Uniform Combined State Law Examination
  2019-05-25

Other Names

• David E Wilson
• David Wilson