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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-09-05 |
Branch Locations
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 |
|---|---|---|---|---|
| Dankat, Llc | Aurora | CO | 05/2015 | Present |
| Avantax Insurance Services, Llc | Aurora | CO | 03/2017 | 09/2025 |
| Avantax Investment Services, Inc. | Aurora | CO | 03/2017 | 09/2025 |
| Avantax Advisory Services | Aurora | CO | 03/2017 | 09/2025 |
| Cetera Wealth Services, Llc | Aurora | CO | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
| Dankatpar, Llc | Parker | CO | 10/2025 | Present |
1. Dana Weddle~'NIR'~16816 W Weaver Place~Aurora~CO~80016~Operational and/or Marketing Name~Other~3/1/2017~60hrs~30hrs~Operational and/or Marketing name for Avantax 2. Dankat, LLC~'NIR'~23973 E Prospect Ave~Aurora~CO~80016~Other~Owner/Sole Proprietor~5/1/2015~120hrs~60hrs~Owns a bakery specializing in bundt cakes; 3. NAME OF OTHER BUSINESS: DANKATPAR, LLC; INVESTMENT RELATED: NO; ADDRESS: 18901 MAINSTREET, STE. C, PARKER, CO 80134; NATURE OF BUSINESS: FRANCHISE BAKERY; START DATE: 10/2025; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 20; APX NUMBER OF HOURS DURING TRADING HOURS: 5; BRIEF DESCRIPTION OF DUTIES: MANAGE DAY TO DAY OPERATIONS OF PREMIUM FRANCHISE BAKERY;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-08-18 |
| S63 | Uniform Securities Agent State Law Examination | 1997-04-21 |
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