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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-09-05 |
Branch Locations
88 Fort Couch Road Suite 201, Pittsburgh, PA 15241 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| James Verlato Cpa | Pittsburgh | PA | 01/1994 | Present |
| 1St Global Capital Corp | Pittsburgh | PA | 11/2004 | 10/2019 |
| 1St Global Advisor Services, Inc | Pittsburgh | PA | 11/2004 | 10/2019 |
| Avantax Insurance Services, Inc. | Pittsburgh | PA | 02/2005 | 09/2025 |
| Avantax Investment Services, Inc. | Pittsburgh | PA | 10/2019 | 09/2025 |
| Avantax Advisory Services | Pittsburgh | PA | 10/2019 | 09/2025 |
| Cetera Wealth Services, Llc | Pittsburgh | PA | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) JAMES VERLATO CPA; OTHER - SOLE PROPRIETOR; NIR; 01/01/1994;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-20 |
| S63 | Uniform Securities Agent State Law Examination | 1996-09-13 |
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