Richard Nudelman

Current Employers

Employment History

• 09/2004 → 10/2019
  1St Global Capital Corp.
  Ellicott City, MD
• 09/2004 → 10/2019
  1St Global Advisors, Inc.
  Ellicott City, MD
• 03/2006 → 09/2025
  Avantax Insurance Services, Inc.
  Owings Mills, MD
• 09/2008 → Present
  Nudelman & Associates Cpa'S Llc
  Columbia, MD
• 10/2019 → 09/2025
  Avantax Investment Services, Inc.
  Owings Mills, MD
• 10/2019 → 09/2025
  Avantax Advisory Services
  Owings Mills, MD
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Owings Mills, MD
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2019-10-25 → 2025-09-05
  Avantax Advisory Services
  Owings Mills, MD
• 2004-09-24 → 2019-10-25
  1St Global Advisors Inc
  Ellicott City, MD
  Owings Mills, MD
• 2002-12-18 → 2011-06-01
  Patuxent Financial Group Llc
  Ellicott City, MD

Other Businesses

1) COLUMBIA FINANCIAL ADVISORS, LLC POSITION: OWNER NATURE: FINANCIAL SERVICES INVESTMENT RELATED: No NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 25 START DATE: 02/01/2010 ADDRESS: 11299 Owings Mills Blvd, Ste 200, Owings Mills MD 21117, United States DESCRIPTION: owner 2) NUDELMAN & ASSOCIATES CPA'S LLC POSITION: OWNER NATURE: accounting & tax services INVESTMENT RELATED: No NUMBER OF HOURS: 180 SECURITIES TRADING HOURS: 105 START DATE: 09/01/2008 ADDRESS: 11299 Owings Mills Blvd, suite 200, owings mills MD 21117, United States DESCRIPTION: accounting & tax services

Exams

• S63 Uniform Securities Agent State Law Examination
  2005-01-14

Designations

Other Names

• Rick Nudelman