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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-09-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Janet E Carpenter Cpa/Pfs Cfp | Greenville | NC | 09/1988 | Present |
| Avantax Investment Services, Inc. | Greenville | NC | 05/1998 | 09/2025 |
| Janet E. Carpenter Cpa Pa | Greenville | NC | 01/2010 | Present |
| Avantax Insurance Agency, Llc | Greenville | NC | 07/2019 | 09/2025 |
| Avantax Advisory Services | Greenville | NC | 01/1999 | 09/2025 |
| Cetera Wealth Services, Llc | Greenville | NC | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) Janet E. Carpenter CPA PA~'NIR'~115 Regency Blve~Greenville~NC~27889~Tax Preparation/Accounting~Owner/Sole Proprietor~1/1/2010~80hrs~60hrs~Tax preparation| 2) Pitt-Greene Management Co~'NIR'~180 Riverwalk Drive~Washington~NC~27889~Rental Property Owner/Management~Partner/General Partner~1/1/2009~1hrs~0hrs~Collect rent, do accounting & tax return| 3) NAME OF OTHER BUSINESS: COLONNADES CONDO ASSOC. NO 6, INVESTMENT RELATED: NO, ADDRESS: 1140 BAYSHORE DRIVE, FORT PIERCE, FL 34949, NATURE OF BUSINESS: HOA, START DATE: 11/2025, POSITION/TITLE/RELATIONSHIP TREASURER:, APX NUMBER OF HOURS PER WEEK:25 , NOT DURING TRADING ASSOCIATES, BRIEF DESCRIPTION OF DUTIES: REVIEW AND/OR ASSIST WITH ANY ADJUSTMENTS OF THE BUDGET OF ASSOCIATION 6, INCLUDING ADJUSTMENT IN MONTHLY CONDO FEES, AND ANY SPECIAL ASSESSMENTS, MEET WITH INSURANCE AGENT TO OBTAIN INFORMATION PREMIUM FEES AND COVERAGE. MEET WITH BOARD OF DIRECTORS AS REQUESTED. MEET WITH ENTIRE ASSOCIATION MEMBERS ANNUALLY;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1998-07-07 |
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