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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 | 2025-09-05 |
Branch Locations
5811 Canal Road Suite 235, Valley View, OH 44125 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Avantax Investment Services, Inc. | Mayfield Village | OH | 01/2004 | 09/2025 |
| Avantax Advisory Services | Mayfield Village | OH | 03/2004 | 09/2025 |
| Franco C. Fini | Mayfield | OH | 06/2005 | Present |
| Santagata Fini, Llc | Mayfield Village | OH | 11/2004 | Present |
| Avantax Insurance Agency, Llc | Mayfield Village | OH | 07/2004 | 09/2025 |
| Cetera Wealth Services, Llc | Mayfield Village | OH | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) Franco C. Fini~'NIR'~6690 Beta Drive, Suite 118~Mayfield Village~OH~44143~Independent Insurance Agent~Owner/Sole Proprietor~6/1/2005~2hrs~0hrs~health insurance sales|Santagata Fini, LLC~'NIR'~6690 Beta Drive, Suite 118~Mayfield Village~OH~44143~Tax Preparation/Accounting~Owner/Sole Proprietor~11/1/2004~160hrs~100hrs~tax preparation, accounting and financial statements, consulting|
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2006-02-27 |
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