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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-09-08 |
Branch Locations
9233 Green Pines Terrace, New Port Richey, FL 34655 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Kehoe & Deweerd Cpa, Pa | Port Richey | FL | 01/1985 | 12/2025 |
| Avantax Investment Services, Inc. | New Port Richey | FL | 12/2015 | 09/2025 |
| Avantax Advisory Services | New Port Richey | FL | 12/2015 | 09/2025 |
| Avantax Insurance Agency Llc | New Port Richey | FL | 12/2015 | 09/2025 |
| Block Advisors By H&R Block | Trinity | FL | 08/2023 | 12/2025 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 07/2025 | Present |
| Cetera Wealth Services, Llc | New Port Richey | FL | 09/2025 | Present |
1) GENERATIONS CHRISTIAN CHURCH POSITION: Elder NATURE: I serve on the Elder Board which oversees the activity of the Church and the professional Pastors and staff. This position is similar to a Board of Directors in a for profit business. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2021 ADDRESS: 1540 Little Road, Trinity FL 34655, United States DESCRIPTION: Our Board meets several times a year to discuss issues in the Church. We are available to pray for members and attenders and provide guidance in spiritual matters when needed.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-05-05 |
| S63 | Uniform Securities Agent State Law Examination | 2006-11-09 |
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