Richard A Angott

Current Employers

Employment History

• 09/1994 → 02/2023
  Richard A Angott Pc
  Hermitage, PA
• 06/1997 → 09/2025
  Avantax Investment Services, Inc.
  Hermitage, PA
• 07/2000 → 09/2025
  Avantax Advisory Services
  Hermitage, PA
• 11/2000 → 09/2025
  Avantax Insurance Agency, Llc
  Hermitage, PA
• 01/2022 → 12/2022
  Intuit Employee
  Hermitage, PA
• 01/2005 → Present
  Richard A Angott, Pc
  Hermitage, PA
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Hermitage, PA
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2000-07-05 → 2025-09-05
  Avantax Advisory Services
  Hermitage, PA
  Hermitage, PA
  Nashville, NC
  Dallas, TX

Other Businesses

1)D/B/A ANGOTT FINANCIAL SERVICES POSITION: CPA NATURE: Financial services including tax and accounting services conducted under the d/b/a name listed INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 09/11/2003 ADDRESS: 793 Goose Chase Court, Nashville NC 27856, United States DESCRIPTION: Primary tax preparer and oversight of accounting and payroll services provided by employee. 2) ANGOTT PROPERTIES LLC POSITION: Partner/General Partner NATURE: Rental Property Owner/Management INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 1 START DATE: 07/08/2005; 2213 Shenango Valley Fwy, Unit 1C, Hermitage PA 16148, Management of commercial properties owned, contact with and respond to tenant needs, accounting and tax preparation 3) WINDLAND PROPERTIES LLC POSITION: Manager NATURE: I purchased an LLC entity previously setup for a client that decided not to use the entity. The purchase was made in 2019 and no activity has ever been conducted through this entity. All tax returns filed are zero based and no activity is currently planned. I have a client interested in possibly purchasing the entity for her business. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2022 2213 Shenango Valley Freeway, Unit #1 C, Hermitage PA 16148, Manager. Entity is inactive 4) HALLMARK FINANCIAL SERVICES LLC POSITION: Business/Management Consultant NATURE: Tax Preparation/Accounting INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2008; 2213 Shenango Valley Fwy, Unit 1C, Hermitage PA 16148, LLC Member, management of tax franchise - applied Nov 2010 5) RICHARD A ANGOTT, PC POSITION: President NATURE: Tax Preparation/Accounting INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 01/19/2005 ADDRESS: 2213 Shenango Valley Fwy, Unit 1C, Hermitage PA 16148, United States DESCRIPTION: CPA - Tax prep and consultingreview staff work

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-11-18
• S63 Uniform Securities Agent State Law Examination
  1997-08-21

Other Names

• Richard A Angott