John Joseph Demarco

Current Employers

Employment History

• 09/2015 → 09/2025
  Avantax Advisory Services
  Orland Park, IL
• 09/2015 → 09/2025
  Avantax Insurance Agency, Llc
  Orland Park, IL
• 09/2015 → 09/2025
  Avantax Investment Services, Inc.
  Orland Park, IL
• 05/2022 → Present
  Strategize Tax Services Llc
  Orland Park, IL
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Joliet, IL
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 01/2026 → Present
  Strategize Home Solutions Llc
  Joliet, IL

Previous Registrations

• 2015-11-02 → 2025-09-05
  Avantax Advisory Services
  Joliet, IL
  Frankfort, IL
  Orland Park, IL
• 2011-07-29 → 2015-10-21
  Pfs Investments Inc.
  Frankfort, IL

Other Businesses

1) John and Sheri DeMarco~17638 Gilbert Dr.~Lockport~IL~60441~Rental Property~Owner~1/1/2019~2hrs~0hrs~The duties will be collecting rent and handling any challenges that may arise with the tenants. 2) THE CRUISIN' TIGERS GTO CLUB, INC. POSITION: Treasurer NATURE: The Cruisin' Tigers GTO Club, Inc. is organized as a 501(c) 7 entity. They are a membership club for Pontiac make automobiles and hold a annual car show that is attended by individual car owners and spectators from around the world. INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 0 START DATE: 10/15/2020 ADDRESS: P.O. Box 695, Westmont IL 60552, DESCRIPTION: Balance the checkbook. Pay invoices for expenses. Deposit membership dues and charitable contributions. Create reports on QuickBooks for tax preparation. 3) STRATEGIZE TAX SERVICES LLC POSITION: Treasurer/Administration NATURE: The company prepares tax returns for the public and assists them in filing their returns for a fee INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 0 START DATE: 05/13/2022 ADDRESS: 10431 LOUETTA LN, ORLAND PARK IL 60467, United States DESCRIPTION: I am responsible for the business activities of the tax service company. I am responsible for paying monthly expenses, maintaining the checkbook, and producing reports for the company tax return as well as profitability and expenses. 4) STRATEGIZE TAXES & INVESTMENTS POSITION: DBA NATURE: DBA INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/02/2023 ADDRESS: 9538 W 147TH STREET, Orland Park IL 60462, United States DESCRIPTION: DBA 5) Operational and/or Marketing Name; Operational and/or Marketing Name; NIR; 11/01/2015;Operational and/or Marketing Name for Avantax Services 6) Strategize Wealth Management Inc.; Trustee; Partner; NIR; ; 04/01/2018; 10431 Louetta Lane Orland Park IL 60467; 7) The Cruisin' Tigers GTO Club, Inc.; Treasurer; The Cruisin' Tigers GTO Club, Inc. is organized as a 501(c) 7 entity. They are a membership club for Pontiac make automobiles and hold a annual car show that is attended by individual car owners and spectators from around the world.; NIR; 0; 10/15/2020; P.O. Box 695 Westmont IL 60552; Balance the checkbook. Pay invoices for expenses. Deposit membership dues and charitable contributions. Create reports on QuickBooks for tax preparation. 8) NAME OF OTHER BUSINESS: STRATEGIZE HOME SOLUTIONS LLC; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: REFERRAL MARKETING; START DATE: 1/2026; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 2; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: OWNER AND REFERRAL MARKETING FOR MORTGAGES;

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-04-13
• S63 Uniform Securities Agent State Law Examination
  2001-05-19