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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-09-05 |
Branch Locations
470 Streets Run Road Suite 205, Pittsburgh, PA 15236 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Avantax Investment Services, Inc. | Pittsburgh | PA | 03/1997 | 09/2025 |
| Avantax Advisory Services | Pittsburg | PA | 10/1997 | 09/2025 |
| Avantax Insurance Agency Llc | Pittsburg | PA | 03/2015 | 09/2025 |
| Cetera Wealth Services, Llc | Pittsburgh | PA | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
|Glades Court Properties~'NIR'~834 Ridge Ave~Pittsburgh~PA~15212~Rental Property Owner/Management~Partner/General Partner~10/1/2006~20hrs~20hrs~managing partner|Kesich Consulting Group, LLP~'NIR'~834 Ridge Ave~Pittsbuegh~PA~15212~Tax Preparation/Accounting~Partner/General Partner~1/1/1982~200hrs~200hrs~full name: Kesich Consulting Group, LLP|J & K Investments~'NIR'~834 Ridge Ave~Pittsburgh~PA~15212~Real Estate/Mortgage/Title Services/Appraisal~Partner/General Partner~1/1/1990~20hrs~20hrs~managing partner|
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1997-05-22 |
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