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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-09-05 |
Branch Locations
1516 Applecroft Lane, Cockeysville, MD 21030 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Robert H. Stahler, Jr Cpa | Lutherville | MD | 07/1984 | Present |
| Avantax Investment Services, Inc. | Cockeysville | MD | 10/1996 | 09/2025 |
| Avantax Advisory Services | Cockeysville | MD | 11/1997 | 09/2025 |
| Avantax Insurance Agency, Llc | Cockeysville | MD | 06/2016 | 09/2025 |
| Total Adm Service | Madison | WI | 08/2018 | Present |
| Cetera Wealth Services, Llc | Cockeysville | MD | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) Fiduciary Appointment Trustee 1516 Applecroft Lane Cockeysville MD 21030 12/1/1993 0hrs~0hrs Deposit annual contribution, mail Crummey letters, and pay insurance premium annually 2) Robert H. Stahler Jr CPA Tax Preparation/Accounting 3) Robert H Stahler Jr CPA 1516 Applecroft Lane Cockeysville MD 21030 Tax Preparation/Accounting 6/1/1984 200hrs~160hrs Accounting services 4) TOTAL ADM SERVICE 2302 International Lane MADISON WI 53704 Accounting Services/Tax Preparation Independent Contractor 8/1/2018 1hrs~1hrs~REFERRA4
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1997-12-11 |
| S65 | Uniform Investment Adviser Law Examination | 1997-09-12 |
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