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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-07-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Avantax Investment Services, Inc. | Pittsburgh | PA | 05/1998 | 07/2024 |
| Avantax Advisory Services | Pittsburgh | PA | 01/2014 | 07/2024 |
| Commonwealth Financial Network | Waltham | MA | 07/2024 | Present |
| Geisler & Company Financial Planning | Pittsburgh | PA | 07/2024 | Present |
1. Co-Owner, WPPM, LLC, an entity created for the purpose of buying and managing commercial real estate in Pittsburgh, PA 15236, as of 01/01/2006; 5% of time spent during business hours; Conducted at branch; Investment related. 2. Tax Preparation & Accounting, AF McGervey & Co, LLC; as of 11/14/2005; 95% of time spent during business hours; Conducted at branch; Not investment related. 3. Co-owner, AF McGervey & Co, LLC; an accounting firm, as of 11/14/2005; 95% of time spent during business hours; Conducted at branch location; Not Investment related.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1998-07-27 |
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