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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-09-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lee, Macbay, Hamilton & Associates, Llc | Spartanburg | SC | 09/1995 | Present |
| Southport Rd Associates, Llc | Spartanburg | SC | 01/2019 | Present |
| Avantax Investment Services Inc. | Spartanburg | SC | 06/2024 | 09/2025 |
| Avantax Advisory Services | Spartanburg | SC | 06/2024 | 09/2025 |
| Cetera Wealth Services, Llc | Spartanburg | SC | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) SOUTHPORT RD ASSOCIATES, LLC POSITION: Member NATURE: This entity owns the building at 109 Southport Road and rents it to Lee, MacBay, Hamilton & Associates, LLC and Summit Wealth Management, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 1 START DATE: 01/11/2019 ADDRESS: 109 Southport Rd, Spartanburg SC 29306, United States DESCRIPTION: I manage the property and oversee the accounting for the property along with David Wilson (the other partner). I process rental payments, maintain the lease agreement and get maintenance when needed. 2) LEE, MACBAY, HAMILTON & ASSOCIATES, LLC POSITION: Managing Partner NATURE: Public Accounting Firm providing accounting (bookkeeping, consulting) and tax services. INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 100 START DATE: 09/01/1995 ADDRESS: 109 Southport Rd, Spartanburg SC 29306, United States DESCRIPTION: I am the managing partner. I oversee the operations of the firm (hiring/coaching/overseeing employees, managing firm finances) as well as work with clients providing accounting and tax services. 3) SUMMIT WEALTH MANAGEMENT, LLC POSITION: Partner NATURE: This entity is the partnership for the investment services for myself and David Wilson. INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 05/24/2023 ADDRESS: 109 Southport Rd, Spartanburg SC 29306, United States DESCRIPTION: The entity isn't yet operational. Once licensed I will provide investment and advisory services as well as assist with operations and management.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-07-30 |
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