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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-09-05 |
Branch Locations
1 Keuka Business Park Suite 122, Penn Yan, NY 14527 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| David T. Hansen, Cpa | Penn Yan | NY | 04/1977 | Present |
| Avantax Investment Services, Inc. | Penn Yan | NY | 10/1987 | 09/2025 |
| Avantax Advisory Services | Penn Yan | NY | 09/1995 | 09/2025 |
| Melaleuca | Irving | TX | 01/1990 | Present |
| Avantax Insurance Agency And/Or Avantax Insurance Services. | Penn Yan | NY | 11/1991 | 09/2025 |
| Cetera Wealth Services, Llc | Penn Yan | NY | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) Pennsylvania Yankee LLC; 1 Keuka Business Park, Penn Yan, NY 14527; Rental Property Owner/Management, Owner/Sole Proprietor; 8/6/2012; 1hrs; 0hrs; owner/manager 2) H F & P Corporation; 1 Keuka Business Park, Penn Yan, NY 14527; Rental Property Owner/Management, President; 8/6/2013; 2hrs; 0hrs; Limited Real Estate/Investment management 3) David T. Hansen, CPA; 1 Keuka Business Park, Penn Yan, NY 14527; Tax Preparation/Accounting, Owner/Sole Proprietor; 7/1/1977; 80hrs; 80hrs; Prepare Tax Returns
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1987-12-02 |
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