Mary Ann Bolt

Current Employers

Employment History

• 01/1991 → Present
  Bolt Tax & Financial Llc
  Duncansville, PA
• 01/2015 → 09/2025
  Avantax Investment Services, Inc.
  Duncansville, PA
• 05/2011 → 11/2024
  Hollidaysburg Ambulance
  Hollidaysburg, PA
• 09/2016 → Present
  Penn State University
  University Park, PA
• 03/2017 → 09/2025
  Avantax Insurance Agency, Llc
  Duncansville, PA
• 07/2017 → 09/2025
  Avantax Advisory Services
  Duncansville, PA
• 01/2018 → 10/2023
  Blair Township Sewer And Water Authority
  Duncansville, PA
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Duncanville, PA
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2017-07-20 → 2025-09-05
  Avantax Advisory Services
  Duncansville, PA

Other Businesses

1) Bolt Tax & Financial LLC~'NIR'~1707 Newry Ln~Duncansville~PA~16635~Accounting~Owner/Sole Proprietor~1/1/1991~80hrs~60hrs~Provide accounting, bookkeeping, payroll and tax preparation services 2) BDES Design LLC~'NIR'~1707 Newry Ln~Duncansville~PA~16635~Other~Other~1/1/2019~0hrs~0hrs~none 3) T & H Services LLC~'NIR'~1707 Newry Ln~Duncansville~PA~16635~Other~Other~8/28/2019~0hrs~0hrs~I have no duties with the company. They use this address as their base and for clerical administration purposes 4) HOLLIDAYSBURG AMBULANCE POSITION: Paramedic NATURE: Paramedic and also oversee the billing and accounts payable for the company. INVESTMENT RELATED: No NUMBER OF HOURS: 24 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2011; 801 Scotch Valley Rd, Hollidaysburg PA 16648, Paramedic and also oversee the billing and accounts payable for the company. 5) Mary Bolt; Owner; Rental Property; IR; 1; 01/01/2017; 1705 Newry Ln Duncansville PA 16635; Landlord 6) NAME OF OTHER BUSINESS: N/A; INVESTMENT RELATED: NO; ADDRESS: 112 BOLT LN AND 1705 NEWRY LN, DUNCANSVILLE, PA 16635; NATURE OF BUSINESS: RENTAL PROPERTIES; START DATE: 9/2025; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: LANDLORD;

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-07-10
• S63 Uniform Securities Agent State Law Examination
  2016-05-04

Designations

Other Names

• Mary Ann Sinisko