Joel Evan Long

Current Employers

Employment History

• 01/1995 → Present
  Willoughby & Assoc.
  Allentown, PA
• 12/1996 → 09/2025
  Avantax Investment Services, Inc.
  Strasburg, PA
• 07/2009 → 09/2025
  Avantax Advisory Services
  Strasburg, PA
• 02/2012 → 06/2019
  Pontrelli Rail Equipment Repair Inc
  Stroudsburg, PA
• 08/2013 → Present
  The Phoebe Company Inc
  Strasburg, PA
• 07/2013 → 10/2020
  Pontrelli Equipment Repair Inc
  Stroudsburg, PA
• 01/2014 → 10/2021
  Willoughby Leasing Services Inc
  Strasburg, PA
• 01/2014 → 10/2021
  Willoughby Logistic Services Inc
  Strasburg, PA
• 09/2016 → 10/2020
  Center Stage Confectionary Inc Dba Sugar On Top-L
  Lancaster, PA
• 05/2017 → 10/2020
  Gourmet Donuts
  Strasburg, PA
• 10/2019 → 09/2025
  Avantax Insurance Agency, Llc
  Strasburg, PA
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Allentown, PA
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 03/2026 → Present
  Willoughby Wealth Management Group
  Allentown, PA

Previous Registrations

• 2009-10-05 → 2025-09-05
  Avantax Advisory Services
  Strasburg, PA
  Allentown, PA
  Dallas, TX
  Strasburg, PA

Other Businesses

1) Willoughby & Associates Insurance~7 N. Decatur Street~Strasburg~PA~17579~Independent Insurance Agent~Owner/Sole Proprietor~3/3/2004~10hrs~10hrs~insurance agent 2) Willoughby & Associates, Inc.~7 N DECATUR STR~STRASBURG~PA~17579~Tax Preparation/Accounting~Tax Preparation/Accounting~5/1/1993~40hrs~40hrs~PRINCIPLE 3) Joel E. Long~7 N Decatur Street~Strasburg~PA~17579~Independent Insurance Agent~Insurance Sales Agent~9/16/1998~8hrs~8hrs~selling life and health insurance 4) Allentown Office of Willoughby & Assoc Inc~1275 Glenlivet Drive Ste 100~Allentown~PA~18106~Tax Preparation/Accounting~Owner/Sole Proprietor~5/1/1993~32hrs~32hrs~owner 5) Strasburg Trading Co~7 N. Decatur Street~Strasburg~PA~17579~Other~Owner/Sole Proprietor~6/21/2004~5hrs~0hrs~selling memorabilia on ebay 6) The Phoebe Snow Company Inc~7 N. Decatur Street~Strasburg~PA~17579~Product Sales/Marketing/Leasing Misc.~Treasurer/Comptroller~8/1/2013~10hrs~0hrs~To over see finances of company which sells food products 7) Joel E. Long~7 N. Decatur street~Strasburg~PA~17579~Rental Property Owner/Management~Owner/Sole Proprietor~3/3/2004~10hrs~0hrs~landlord to the building my tax pratice is in. 8JOEL E LONG POSITION: Owner NATURE: Rental House INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 05/23/2012 ADDRESS: 2500 Book Flower Lane, Strasburg PA 17579, United States DESCRIPTION: 115 Wilton Drive Strasburg PA Rental House Relative lives in. Updated due to having to list all rentals seperately 9) NAME OF OTHER BUSINESS: WILLOUGHBY WEALTH MANAGEMENT GROUP INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 03/02/2026, POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL/ PRESIDENT APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-14
• S63 Uniform Securities Agent State Law Examination
  1997-06-27

Other Names

• Joel Evan Long