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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2025-09-05 |
Branch Locations
3720 Sw 141St Avenue Suite 200, Beaverton, OR 97005 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| David L Krichevsky | Beaverton | OR | 06/1994 | Present |
| Avantax Investment Services, Inc. | Portland | OR | 12/1996 | 09/2025 |
| Avantax Advisory Services | Portland | OR | 01/2005 | 09/2025 |
| Thales Inc | Beaverton | OR | 10/2007 | Present |
| Cetera Wealth Services, Llc | Beaverton | OR | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
|Thales Inc.~'NIR'~4915 SW Griffith Drive, Suite 215~Beaverton~OR~97005~Tax Preparation/Accounting~President~10/1/2007~40hrs~25hrs~Tax and Wealth Management|
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1997-02-10 |
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