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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-05-25 |
| PA | RA | APPROVED | 2024-04-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Avantax Investment Services, Inc. | Pittsburgh | PA | 03/1997 | 04/2024 |
| Avantax Advisory Services | Pittsburgh | PA | 01/2013 | 04/2024 |
| Wppm, Llc | Pittsburgh | PA | 12/2005 | 01/2021 |
| Af Mcgervey & Co, Llc | Pittsburgh | PA | 12/2005 | Present |
| Commonwealth Financial Network | Waltham | MA | 04/2024 | Present |
| Geisler & Company Financial Planning | Pittsburgh | PA | 04/2024 | Present |
1. Co-owner, A.F. McGervey & Co, LLC; Tax Preparation, Accounting, Payroll Processing, Business Valuations and Succession Planning; as of 2005; 40% of time spent during business hours; Conducted at branch location; Not investment related. 2. Tax Preparation, Accounting, Payroll Processing, Business Valuations and Succession Planning, A.F. McGervey & Co, LLC; as of 2005; 40% of time spent during business hours; Conducted at branch; Not investment related. 3. Fixed insurance sales; as of 2/26/2026; 5% of time spent during business hours; Conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1997-06-04 |
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