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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-09-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Avantax Investment Services, Inc. | Seattle | WA | 06/2007 | 09/2025 |
| Esselless, Llc Dba | Seattle | WA | 01/2002 | Present |
| Avantax Advisory Services | Seattle | WA | 01/2009 | 09/2025 |
| Avantax Insurance Agency And/Or Avantax Insurance Services. | Coppell | TX | 05/2022 | 09/2025 |
| Cetera Wealth Services, Llc | Seattle | WA | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) Esselless, LLC;'NIR'316 NW 45th St. Seattle, WA, 98107, Tax Preparation/Accounting~Owner/Sole Proprietor 7/1/2008 16hrs 0hrs Prepare income taxes 2) Landau Services;'NIR' 2610 NW 56th St Apt 103 Seattle WA,98107,Tax Preparation/Accounting, Owner/Sole Proprietor~7/1/2008~16hrs~0hrs~Tax preparation, Notary Public services
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-01-09 |
| S63 | Uniform Securities Agent State Law Examination | 2007-09-26 |
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