David Donald Bilger

Current Employers

Employment History

• 03/1987 → Present
  David D. Bilger Cpa'S
  Quakertown, PA
• 09/1997 → 05/2021
  Avantax Investment Services, Inc.
  Quakertown, PA
• 07/2018 → 05/2021
  Avantax Insurance Agency, Llc
  Quakertown, PA
• 12/1978 → Present
  Bilger & Co Cpas Llc
  Quakertown, PA
• 03/2000 → 05/2021
  Avantax Advisory Services
  Quakertown, PA
• 05/2021 → Present
  Cetera Financial Specialists Llc
  Schaumburg, IL
• 05/2021 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 01/1990 → Present
  Bilger & Co., Cpas Llc Financial Services
  Quakertown, PA

Previous Registrations

• 2000-03-03 → 2021-05-28
  Avantax Advisory Services
  Quakertown, PA

Other Businesses

1) BILGER & CO, CPAS LLC; QUAKER, IL; NON- INVESTMENT RELATED; ACCOUNTING AND TAX SERVICES; CPA; SINCE 12/1978; OWNER; 160 HRS/MO 2) BILGER & CO., CPAS LLC FINANCIAL SERVICES; QUAKER, IL; INVESTMENT RELATED; DBA FOR INVESTMENT SERVICES; SINCE 01/1990; OWNER; 160 HRS/MO 3) NAME OF OTHER BUSINESS: UPPER BUCKS SKI CLUB; INVESTMENT RELATED: NO; ADDRESS: P O BOX 25 QUAKERTOWN, PA 18951; NATURE OF BUSINESS: SKI CLUB; START DATE: 08/2024; POSITION/TITLE/RELATIONSHIP: PRESIDENT; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: PRESIDE OVER MEETINGS, SET AGENDA, PROMOTE WINTER ACTIVITIES, SKIING AND SHOW BOARDING;

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-03
• S63 Uniform Securities Agent State Law Examination
  1997-11-19

Other Names

• David Donald Bilger