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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2025-09-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| William H. Campbell, P.C. | Glastonbury | CT | 09/1989 | 06/2019 |
| Avantax Investment Services, Inc. | Glastonbury | CT | 10/1997 | 09/2025 |
| Avantax Advisory Services | Glastonbury | CT | 02/1998 | 09/2025 |
| Avantax Insurance Agency, Llc | Glastonbury | CT | 09/1999 | 09/2025 |
| Cetera Wealth Services, Llc | Glastonbury | CT | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
William H. Campbell, P.C.~'NIR'~26 Naubuc Avenue~Glastonbury~CT~06033~Accounting Services/Tax Preparation~Other~7/1/1989~160hrs~120hrs~Tax and accounting services for clients. Management of the firm as President and Treasurer
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-11-17 |
| S63 | Uniform Securities Agent State Law Examination | 1997-11-03 |
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