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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2020-02-20 |
Branch Locations
545 Metro Place South Suite 220, Dublin, OH 43017 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Baltimore Tax & Accounting Center, Llc | Baltimore | OH | 11/2015 | Present |
| Hd Vest Investment Services | Baltimore | OH | 10/2017 | 02/2020 |
| Cetera Investment Services Llc | Dublin | OH | 02/2020 | Present |
| Cetera Investment Advisers Llc | Dublin | OH | 02/2020 | Present |
BALTIMORE TAX & ACCOUNTING CENTER LLC, CPA, 100% OWNER, TAX RETURNS, BOOKKEEPING, QUICKBOOKS CONSULTATIONS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-12-16 |
| S63 | Uniform Securities Agent State Law Examination | 2018-02-02 |
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