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Current Employers
Cetera Investment Advisers Llc

1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2025-09-05
  • NC RA
    APPROVED
    Since 2025-09-05

Branch Locations

115 Regency Blvd, Greenville, NC 27834 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 09/1988 → Present
    Janet E Carpenter Cpa/Pfs Cfp
    Greenville, NC
  • 05/1998 → 09/2025
    Avantax Investment Services, Inc.
    Greenville, NC
  • 01/2010 → Present
    Janet E. Carpenter Cpa Pa
    Greenville, NC
  • 07/2019 → 09/2025
    Avantax Insurance Agency, Llc
    Greenville, NC
  • 01/1999 → 09/2025
    Avantax Advisory Services
    Greenville, NC
  • 09/2025 → Present
    Cetera Wealth Services, Llc
    Greenville, NC
  • 09/2025 → Present
    Schaumburg, IL
Previous Registrations
  • 2001-12-31 → 2025-09-05
    Avantax Advisory Services
    Greenville, NC
Other Businesses

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;

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 1998-07-07
  • S66 Uniform Combined State Law Examination
    1998-07-07
Designations
Other Names
  • Janet Eileen Carpenter

View on SEC IAPD

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