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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-09-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Independent Tax And Financial Plan | Holland | PA | 09/1999 | Present |
| Avantax Investment Services, Inc. | Holland | PA | 12/1999 | 09/2025 |
| Avantax Advisory Services | Holland | PA | 01/2017 | 09/2025 |
| Cetera Wealth Services, Llc | Holland | PA | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
Independent Tax & Financial Planners PC~130 Buck Rd. STE 101~Holland~PA~18966~Tax Preparation/Accounting~Employee~9/23/1999~30hrs~30hrs~Tax Preparation and Accounting
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1999-12-16 |
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