Cheryl Ann Lewis

Current Employers

Employment History

• 05/2001 → 09/2025
  Avantax Investment Services, Inc.
  Waymart, PA
• 09/1993 → Present
  Self Employed
  Waymart, PA
• 01/2007 → 09/2025
  Avantax Advisory Services
  Waymart, PA
• 01/1994 → 12/2023
  South Canaan Township
  Waymart, PA
• 12/2004 → 09/2025
  Avantax Insurance Agency And/Or Avantax Insurance Services
  Waymart, PA
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Waymart, PA
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2007-01-08 → 2025-09-05
  Avantax Advisory Services
  Waymart, PA

Other Businesses

1) Rentals~46 Lake Quinn Rd~Waymart~PA~18472~Real Estate~Owner/Sole Proprietor~1/1/2012~2hrs~0hrs~Landlord 2) Fiduciary Appointment-Power of Attorney~46 Lake Quinn Road~Waymart~PA~18472~10/5/2016~2 hourshrs~0 hourshrs~Paying bills and if needed assisting with health care decisions 3) NEPSPA (NORTHEAST CHAPTER OF PA SOCIETY OF PUBLIC POSITION: Past President & Member of the Board of Directors NATURE: This organization provides continuing educationfor tax and accounting professionals. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 07/01/2014 ADDRESS: 745 North Lincoln Avenue, Scranton PA 18504, United States DESCRIPTION: Attend chapter meetings and state Board meetings when requested. 4) PA SOCIETY OF TAX & ACCTING PROFESSIONALS (PSTAP) POSITION: Past President & Member of the Board of Directors NATURE: This organization provides continuing educationfor tax and accounting professionals. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 07/01/2014 ADDRESS: 745 North Lincoln Avenue, Scranton PA 18504, United States DESCRIPTION: Attend chapter meetings and state Board meetings when requested. 5) CHERYL A. LEWIS CPA POSITION: Owner/Sole Proprietor NATURE: Business/Management Consulting INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 01/01/1997 ADDRESS: 46 Lake Quinn Road, Waymart PA 18472, United States DESCRIPTION: Business consultant to LEWIS FINANCIAL, PC; providing accounting, payroll, tax, bookkeeping, investments & advisory services 6) LEWIS FINANCIAL, PC POSITION: President NATURE: Professional Services - Business/Individual INVESTMENT RELATED: Yes NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 90 START DATE: 01/01/2010 ADDRESS: 46 LAKE QUINN ROAD, WAYMART PA 18472, United States DESCRIPTION: Accounting, payroll, tax, bookkeeping, investments & advisory services 7) NAME OF OTHER BUSINESS: RENTAL PROPERTY INVESTMENT RELATED: NO ADDRESS: 52 LAKE QUINN RD WAYMART PA 18472 NATURE OF BUSINESS: RENTAL PROPERTY START DATE: 01/2012 POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: RENTAL PROPERTY MANAGEMENT 8) NAME OF OTHER BUSINESS: PERSONAL RENTAL PROPERTY INVESTMENT RELATED: NO; ADDRESS: 182 LAKE QUINN RD WAYMART, PA 18472; NATURE OF BUSINESS: RENTAL PROPERTY; START DATE: 1/1/2012; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: RENT PERSONAL PROPERTY. RENTAL INCOME

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-11-27
• S63 Uniform Securities Agent State Law Examination
  2001-07-16