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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-02-24 |
| PA | RA | APPROVED | 2020-11-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Christopher T Pakos C.P.A. | Latrobe | PA | 11/1996 | 07/2026 |
| Avantax Investment Services, Inc. | Latrobe | PA | 06/1999 | 11/2020 |
| Avantax Advisory Services | Latrobe | PA | 07/2014 | 11/2020 |
| Avantax Insurance Agency, Llc | Latrobe | PA | 01/2017 | 11/2020 |
| Cetera Financial Specialists Llc | Schaumburg | IL | 11/2020 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 11/2020 | Present |
| Pakos Wealth Management, Inc | Latrobe | PA | 07/2022 | Present |
| Parquette And Associates, Cpas, Pc | Latrobe | PA | 01/2023 | Present |
| Pakos Wealth Solutions, Inc. | Latrobe | PA | 07/2026 | Present |
1)REDCUT RENTALS, LLC; LATROBE, PA; NON-INVESTMENT RELATED; STORAGE UNIT RENTALS; PERFORM PROPERTY MAINTENANCE; SINCE 08/2008, PART OWNER; 4 HRS/MO 2) NAME OF OTHER BUSINESS: PAKOS WEALTH MANAGEMENT, INC.; INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 7/2026; POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL, APX NUMBER OF HOURS PER WEEK: 20, APX NUMBER OF HOURS DURING TRADING HOURS: 18, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 3)NAME OF OTHER BUSINESS: PARQUETTE AND ASSOCIATES, CPAS, PC; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: CONSULTING; START DATE: 1/2023; POSITION/TITLE/RELATIONSHIP: CONSULTANT; APX NUMBER OF HOURS PER WEEK: LESS THAN 1; APX NUMBER OF HOURS DURING TRADING HOURS: LESS THAN 1; BRIEF DESCRIPTION OF DUTIES: PROVIDE CONSULTING SERVICES, ASSIST DURING TAX SEASON IF NEEDED, MOST LIKELY NOT NEEDED; 4) NAME OF OTHER BUSINESS: PAKOS WEALTH SOLUTIONS, INC.; INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 7/2026, POSITION/TITLE/RELATIONSHIP: OWNER, APX NUMBER OF HOURS PER WEEK: 20, APX NUMBER OF HOURS DURING TRADING HOURS: 18, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1999-08-30 |
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