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210 Jones St Ste. 104, Dubuque, IA 52001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-02-07 |
| TX | RA | APPROVED | 2024-02-07 |
Branch Locations
310 Seven Fields Blvd Suite 161, Seven Fields, PA 16046 • United States
210 Jones St Ste. 104, Dubuque, IA 52001 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Independent Insurance Agent | Seven Fields | PA | 01/1990 | 12/2022 |
| Gierl Augustine & Associates Llc | Seven Fields | PA | 02/2005 | 06/2020 |
| Gierl Augustine Investment Management, Inc | Seven Fields | PA | 02/2007 | 06/2020 |
| Purshe Kaplan Sterling Investments | Albany | NY | 09/2014 | 11/2017 |
| Augustine, Gierl & Augustine | Seven Fields | PA | 06/2004 | 06/2020 |
| Stratos Wealth Advisors, Llc | Seven Fields | PA | 01/2020 | 02/2024 |
| Avantax Planning Partners, Inc. | Seven Fields | PA | 02/2024 | Present |
| Avantax Investment Services | Seven Fields | PA | 02/2024 | 09/2025 |
| Cetera Wealth Services, Llc | El Segundo | CA | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-02-14 |
| S63 | Uniform Securities Agent State Law Examination | 1989-09-01 |
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