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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-06-05 |
| NC | RA | APPROVED | 2026-04-15 |
Branch Locations
755 Highland Oaks Drive Ste 101, Winston Salem, NC 27103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Avantax Investment Services, Inc. | Winston-Salem | NC | 07/2024 | 09/2025 |
| Avantax Advisory Services | Winston-Salem | NC | 07/2024 | 09/2025 |
| Maestro Wealth Advisors Llc | Winston-Salem | NC | 06/2024 | 04/2026 |
| Insight Global | Raleigh | NC | 10/2016 | 03/2019 |
| Unemployed | Winston-Salem | NC | 07/2016 | 09/2016 |
| Insight Global | Salt Lake City | UT | 04/2019 | 05/2024 |
| Avantax Insurance Agency And/Or Avantax Insurance Services | Winston Salem | NC | 10/2024 | 09/2025 |
| Cetera Wealth Services, Llc | Winston Salem | NC | 09/2025 | 04/2026 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | 04/2026 |
| Raymond James & Associates, Inc. | Winston Salem | NC | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-09-13 |
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