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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-09-05 |
| RI | RA | APPROVED | 2025-09-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gordon Moulton | S. Attleboro | MA | 01/1998 | Present |
| Avantax Investment Services, Inc. | Attleboro | MA | 08/2002 | 09/2025 |
| Avantax Advisory Services | Attleboro | MA | 04/2005 | 09/2025 |
| Cetera Wealth Services, Llc | Cumberland | RI | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1)Gordon Moulton-Rental Property~'IR'~111 Dexter Street~Cumberland~RI~02864~Rental Property Owner/Management~Owner/Sole Proprietor~1/5/1992~5hrs~0hrs~Owns a three unit residential rental property. Does all work and only owner of propery 2)Gordon Moulton~'NIR'~20 Nora Way~Attleboro~MA~02703~Tax Preparation/Accounting~Owner/Sole Proprietor~11/22/2002~85hrs~0hrs~Tax Prep|
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-10-22 |
| S63 | Uniform Securities Agent State Law Examination | 2002-10-21 |
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