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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DE | RA | APPROVED | 2025-09-05 |
| PA | RA | APPROVED | 2025-09-05 |
Branch Locations
34845 Grommet St, Millsboro, DE 19966 • United States
175 Strafford Ave Suite 310, Wayne, PA 19087 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lifemark Securities Corp. | Rochester | NY | 01/2012 | 06/2023 |
| Independent Insurance Agent | Wayne | PA | 01/2006 | 01/2018 |
| Warm Water Diving Adventures, Llc | Bryn Mawr | PA | 04/2016 | 03/2020 |
| Archibald Mcmichael Dba Mcmichael Capital Management | Wayne | PA | 01/2018 | Present |
| Aw Mcmichael | Wayne | PA | 12/2022 | Present |
| Sound Production Services | Wayne | PA | 12/2019 | 03/2020 |
| Aw Mcmichael | Wayne | PA | 07/2017 | 12/2022 |
| Avantax Investment Services Inc. | Wayne | PA | 06/2023 | 09/2025 |
| Avantax Advisory Services | Wayne | PA | 06/2023 | 09/2025 |
| Avantax Insurance Agency, Llc | Wayne | PA | 06/2023 | 09/2025 |
| Cetera Wealth Services, Llc | Wayne | PA | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) ARCHIBALD MCMICHAEL DBA MCMICHAEL CAPITAL MANAGEMENT POSITION: Sole Proprietor NATURE: Investment Planning, Retirement Planning, Financial Planning, Estate Planning. Sales and Service of Fixed Insurance Products. INVESTMENT RELATED: Yes NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 100 START DATE: 01/01/2018 ADDRESS: 175 Stafford Ave, Suite 310, Wayne PA 19087, United States DESCRIPTION: Developing and implementing investment strategies. Developing implementing and maintaining retirement plans. Developing and maintaining estate plans. Selling and servicing fixed insurance products. Office administration. 2) AW MCMICHAEL POSITION: Owner NATURE: Tax Planning, tax preparation, tax consulting, bookkeeping, payroll services. INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 12/01/2022 ADDRESS: 175 Stafford Ave, Suite 310, Wayne PA 19087, United States DESCRIPTION: Preparing and reviewing tax returns for individuals and businesses. Performing bookkeeping. Consulting with businesses owners. Tax planning for businesses and individuals. Small business and domestic payroll services. 3) UNITED STATES MERCHANT MARINE ACADEMY TRI-STATE PARENTS ASSOCIATION POSITION: Treasurer NATURE: Acting as Treasurer to a small regional parents association for parents of Midshipmen at the Merchant Marine Academy. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2024 ADDRESS: 175 Strafford Ave, Suite 310, Wayne PA 19087, United States DESCRIPTION: Paying obligations and receiving deposits of several thousand dollars per year.Managing the membership role of the parents club.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-01-19 |
| S63 | Uniform Securities Agent State Law Examination | 1998-02-02 |
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