Best Investors Account Sign in
Current Employers
Cetera Investment Advisers Llc

1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2025-09-05
TX RA APPROVED_RES 2025-09-05
  • GA RA
    APPROVED
    Since 2025-09-05
  • TX RA
    APPROVED_RES
    Since 2025-09-05

Branch Locations

4401 Northside Pkwy Nw Suite 900, Atlanta, GA 30327 • 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 No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Edward Jones St Louis MO 04/2018 06/2020
Toronto Football Club Toronto 07/2013 12/2016
Atlanta United Football Club Atlanta GA 01/2017 12/2017
Unemployed Atlanta GA 01/2018 03/2018
Lpl Financial Llc Atlanta GA 06/2020 03/2021
Ifg Advisory, Llc Atlanta GA 06/2020 03/2021
Avantax Investment Services Inc. Atlanta GA 03/2021 09/2025
Avantax Advisory Services Atlanta GA 03/2021 09/2025
Avantax Insurance Agency, Llc. Atlanta GA 03/2021 09/2025
Georgia Alliance Football Club Marietta GA 03/2021 Present
Resurgens Investments, Llc Atlanta GA 06/2020 08/2025
Legacy Capital Advisors, Llc Atlanta GA 06/2020 Present
Legacy Capital Advisors, Llc Atlanta GA 06/2020 Present
Resurgens Investments, Llc Atlanta GA 06/2020 08/2025
Cetera Wealth Services, Llc Atlanta GA 09/2025 Present
Cetera Investment Advisers Llc Schaumburg IL 09/2025 Present
  • 04/2018 → 06/2020
    St Louis, MO
  • 07/2013 → 12/2016
    Toronto Football Club
    Toronto
  • 01/2017 → 12/2017
    Atlanta United Football Club
    Atlanta, GA
  • 01/2018 → 03/2018
    Unemployed
    Atlanta, GA
  • 06/2020 → 03/2021
    Lpl Financial Llc
    Atlanta, GA
  • 06/2020 → 03/2021
    Atlanta, GA
  • 03/2021 → 09/2025
    Avantax Investment Services Inc.
    Atlanta, GA
  • 03/2021 → 09/2025
    Avantax Advisory Services
    Atlanta, GA
  • 03/2021 → 09/2025
    Avantax Insurance Agency, Llc.
    Atlanta, GA
  • 03/2021 → Present
    Georgia Alliance Football Club
    Marietta, GA
  • 06/2020 → 08/2025
    Resurgens Investments, Llc
    Atlanta, GA
  • 06/2020 → Present
    Legacy Capital Advisors, Llc
    Atlanta, GA
  • 06/2020 → Present
    Legacy Capital Advisors, Llc
    Atlanta, GA
  • 06/2020 → 08/2025
    Resurgens Investments, Llc
    Atlanta, GA
  • 09/2025 → Present
    Cetera Wealth Services, Llc
    Atlanta, GA
  • 09/2025 → Present
    Schaumburg, IL
Previous Registrations
  • 2021-03-29 → 2025-09-05
    Avantax Advisory Services
    Atlanta, GA
  • 2020-06-11 → 2021-06-01
    Atlanta, GA
    Atlanta, GA
  • 2018-06-19 → 2020-06-11
    Atlanta, GA
    St Louis, MO
    Atlanta, GA
Other Businesses

1) GEORGIA SOCCER POSITION: Independent Director NATURE: I'm on the Board of Directors as a volunteer for Georgia soccer. They oversee youth soccer in Georgia. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2019 ADDRESS: 2323 Perimeter Park Dr. NE, Atlanta GA 30341, United States DESCRIPTION: We meet once a month after hours to make decisions on the direction of Georgia Soccer. I attend the board meeting once a month, I vote on matters related to the organization, and I provide input and advice on current and proposed initiatives. 2) ATLANTA YOUTH ORGANIZATION POSITION: Co-founder NATURE: This non-profit organization was founded to help provide access to youth sports for kids. We do this by providing funding and equipment to various schools and organizations. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 12/01/2024 ADDRESS: 2195 Monterey Dr NW, Atlanta, GA 30318, United States DESCRIPTION: I participate in weekly board meetings to discuss the direction of the organization. 3) LEGACY CAPITAL ADVISORS, LLC POSITION: Wealth Manager NATURE: Wealth Management- advising clients, investing, and financial planning. Legacy Capital Advisors, LLC is a DBA only for Resurgens. INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 06/10/2020 ADDRESS: 4401 Northside Pkwy, suite 900, STE 900, atlanta GA 30327, United States DESCRIPTION: Wealth manager responsible for all facets of client engagement, including: financial planning, investment management, determining the right type and amounts of insurance for the client's needs, and helping project retirement income.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-06-14
  • S66 Uniform Combined State Law Examination
    2018-06-14

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Atlanta, GA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor