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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
1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mccort & Bell Accounting Inc. Dba Gene Bell & Associates | Bellingham | WA | 01/1999 | 09/2016 |
| Mccort & Bell Accounting Inc. Dba Gene Bell & Associates | Bellingham | WA | 02/2019 | 02/2019 |
| Avantax Investment Services, Inc. | Bellingham | WA | 05/2019 | Present |
| Ez Accounting Solutions | Tuscon | AZ | 09/2016 | 02/2017 |
| Unemployed | Tuscon | AZ | 02/2017 | 02/2019 |
| Avantax Advisory Services | Bellingham | WA | 03/2022 | Present |
| Gene Bell & Associates | Bellingham | WA | 01/2019 | 08/2023 |
| Cetera Wealth Services, Llc | El Segundo | CA | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) TRUE KNACK, LLC POSITION: Sole Member NATURE: Small business bookkeeping services INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2023 ADDRESS: 2950 NEWMARKET STREET, SUITE 101 PMB 350, BELLINGHAM, WA 98226 DESCRIPTION: Prepare accounting records, reconcile accounts, post transactions to accounts and prepare unaudited financial statements, prepare state and local business excise, occupation, sales, and use tax reports. Prepare payroll and submit employment tax reports. Creation associated of digital templates and forms. No bill-paying services or account signatory authority.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-03-12 |
| S63 | Uniform Securities Agent State Law Examination | 2002-11-11 |
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