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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 |
| TX | RA | APPROVED | 2025-09-05 |
Branch Locations
726 South Enota Drive Suite A, Gainesville, GA 30501 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rushton Wealth Management Llc | Gainesville | GA | 05/2023 | Present |
| Oconee County Schools | Watkinsville | GA | 08/2019 | 05/2023 |
| Hall County Schools | Gainesville | GA | 11/2014 | 05/2019 |
| Teachers Pay Teachers | Athens | GA | 08/2014 | Present |
| Avantax Investment Services Inc. | Gainesville | GA | 10/2024 | 09/2025 |
| Avantax Advisory Services | Gainesville | GA | 10/2024 | 09/2025 |
| Cetera Wealth Services, Llc | Gainesville | GA | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) RUSHTON WEALTH MANAGEMENT LLC POSITION: Wealth Management Assistant NATURE: I work as a Wealth Management Assistant with Rushton Wealth Management, where we offer financial planning, investment planning, retirement planning, and estate planning services. INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 05/08/2023 ADDRESS: 726 S Enota Dr, Suite A, Gainesville GA 30501, United States DESCRIPTION: reaching out to clients to coordinate meetings, confirming money movement requests, opening accounts 2) TEACHERS PAY TEACHERS POSITION: Contractor NATURE: TPT is a marketplace for original educator-created content. This may include instructional resources, classroom decor, professional development, as well as supplies for creating content such as clip art, font, and other designs. Once you register for a Seller account, you can start uploading resources to your store. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 08/04/2014 ADDRESS: 430 Crestwood Drive, Athens GA 30605, United States DESCRIPTION: I create and post content that can purchased and downloaded for use in the classroom, specifically easy-to-use daily and games activities for the ELA classroom, such as One Year of Vocabulary and Symbolism Pictionary. 3) "Rushton Wealth Management LLC; Wealth Management Assistant; I work as a Wealth Management Assistant with Rushton Wealth Management, where we offer financial planning, investment planning, retirement planning, and estate planning services. ; IR; 20; 05/08/2023; 726 S Enota Dr Gainesville GA 30501; reaching out to clients to coordinate meetings confirming money movement requests opening accounts closing accounts making account updates organizing RMDs keeping minutes for weekly meetings "
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-12-18 |
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