Samuel G Latimer

Current Employers

Employment History

• 05/2012 → Present
  Rushton, Llc
  Gainesville, GA
• 08/2024 → 09/2025
  Avantax Investment Services Inc
  Gainesville, GA
• 08/2024 → 09/2025
  Avantax Advisory Services
  Gainesville, GA
• 08/2024 → Present
  Rushton Wealth Management
  Gainsville, GA
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Gainesville, GA
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2024-12-23 → 2025-09-05
  Avantax Advisory Services
  Gainesville, GA
  Dallas, TX

Other Businesses

1) RUSHTON, LLC POSITION: Partner NATURE: Rushton is an independently owned and operated full service accountingfirm. Rushton provides accounting, attestation, and tax preparation services. We audit construction, local governments, and nonprofit entities. Rushton also providesretirement planning, estate planning, tax planning? services for tax clients. INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 05/29/2012 ADDRESS: 726 S Enota Dr, Suite A, Gainesville GA 30501, United States DESCRIPTION: I work in the state and local government attestation department.I am responsible for performing audits of local governments.Top 5 duties: Lead team of audit professional in the completion of local government attest engagements. 2) RUSHTON WEALTH MANAGEMENT POSITION: Referring Advisor NATURE: Rushton Wealth management provides investment advisory services, retirement planning, education planning, estate planning, tax planning, and risk management services. INVESTMENT RELATED: Yes NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 8 START DATE: 09/01/2024 ADDRESS: 726 S Enota Dr, Suite A, Gainesville GA 30501, United States DESCRIPTION: I expect to refer clients to this entity. I will not have five job responsibilities, I expect to become an owner andonly refer clients to our inhouse investment advisor. I do not expect to give investment advise services, only to refer clients to the wealth management business for our advisor to deliver these services. 3)"Rushton, LLC; Partner; Rushton is an independently owned and operated full service accounting firm. Rushton provides accounting, attestation, and tax preparation services. We audit construction, local governments, and nonprofit entities. Rushton also provides retirement planning, estate planning, tax planning? services for tax clients.; NIR; 40; 05/29/2012; 726 S Enota Dr Gainesville GA 30501; I work in the state and local government attestation department.I am responsible for performing audits of local governments.Top 5  duties: Lead team of audit professional in the completion of local government attest engagements. Review workpapers of staff. Manage and assign staff to engagements. Review financial statements and issue financial statement. Head of technical compliance on government auditing and accounting standards for the state and local government department." 4)Rushton Wealth Management; Referring Advisor; Rushton Wealth management provides investment advisory services, retirement planning, education planning, estate planning, tax planning, and risk management services.; IR; 8; 09/01/2024; 726 S Enota Dr Gainesville GA 30501; I expect to refer clients to this entity. I will not have five job responsibilities, I expect to become an owner and only refer clients to our inhouse investment advisor. I do not expect to give investment advise services, only to refer clients to the wealth management business for our advisor to deliver these services.

Exams

• S66 Uniform Combined State Law Examination
  2024-12-20