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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
PA RA APPROVED 2025-09-05
TX RA APPROVED 2025-09-05
  • PA RA
    APPROVED
    Since 2025-09-05
  • TX RA
    APPROVED
    Since 2025-09-05

Branch Locations

St. Mary'S, PA • 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
Geci And Assoc. Pc St. Marys PA 09/1995 Present
Avantax Investment Services, Inc. St Marys PA 07/2002 09/2025
Avantax Advisory Services St Marys PA 07/2010 09/2025
Avantax Insurance Agency, Llc St Marys PA 01/2005 09/2025
Penn Metal Stamping, Inc. Kersy PA 02/2019 Present
G & A Financial, Llc Saint Marys PA 03/2020 Present
Cetera Wealth Services, Llc St Marys PA 09/2025 Present
Cetera Investment Advisers Llc Schaumburg IL 09/2025 Present
  • 09/1995 → Present
    Geci And Assoc. Pc
    St. Marys, PA
  • 07/2002 → 09/2025
    Avantax Investment Services, Inc.
    St Marys, PA
  • 07/2010 → 09/2025
    Avantax Advisory Services
    St Marys, PA
  • 01/2005 → 09/2025
    Avantax Insurance Agency, Llc
    St Marys, PA
  • 02/2019 → Present
    Penn Metal Stamping, Inc.
    Kersy, PA
  • 03/2020 → Present
    G & A Financial, Llc
    Saint Marys, PA
  • 09/2025 → Present
    Cetera Wealth Services, Llc
    St Marys, PA
  • 09/2025 → Present
    Schaumburg, IL
Previous Registrations
  • 2010-07-29 → 2025-09-05
    Avantax Advisory Services
    St. Mary'S, PA
Other Businesses

1) Fiduciary Appointment-Trustee~PO Box 111~St Marys, PA~PA~15857~4/15/2015~1hrs~0hrs~Administrator. 2) Allegheny Hardwood Utilization~Fraley St~Kane~PA~16735~Other~Treasurer/Comptroller~7/1/1990~2hrs~2hrs~Non-profit wood industry. 3) Executor for Elizabeth Geci~Maurus St~St Marys~PA~15857~Other~Other~6/1/2014~1hrs~0hrs~Executor: settle estate upon her death. 4) Geci Realty LLC~301 Brusselles St, PO Box 111~St Marys~PA~15857~Rental Property Owner/Management~Owner/Sole Proprietor~8/29/2011~1hrs~0hrs~Oversee rental property. 5) Geci & Associates, P.C.~False~PO Box 111~PA~15857~Tax Preparation/Accounting~President~9/26/1995~160hrs~140hrs~CPA, Tax return preparation, auditing and tax planning. 6) Rental Property~301 Brusselles St~St Marys~PA~15857~Rental Property Owner/Management~Owner/Sole Proprietor~1/1/1992~2hrs~0hrs~manage 3 commercial/residential properties. 7) Penn Metal Stamping, Inc.~130 Sunset Road~Kersey~PA~15846~Other~Owner~2/22/2019~8hrs~6hrs~Provide tax and accounting services. 8) G & A Financial, LLC~301 Brusselles Street~Saint Marys~PA~15857~Other~Owner~3/1/2020~50hrs~40hrs~LLC created a marketing and operational name for my Avantax business. 9) VIOLA E GECI ESTATE POSITION: Executor NATURE: Executor INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 02/15/2022 ADDRESS: 301 Brusselles St, St Marys PA 15857, United States DESCRIPTION: Executor: handling the affairs of the estate of my Mother. 10) MAK Irrevocable Trust; Trustee; Real Estate; IR; 0; 04/15/2015; PO Box 111 St Marys, PA PA 15857; Administrator 11) G & A Financial, LLC (1); Owner; LLC created a marketing and operational name for my Avantax business; IR; 40; 03/01/2020; 301 Brusselles Street Saint Marys PA 15857; LLC created a marketing and operational name for my Avantax business 12) NAME OF OTHER BUSINESS: B STREET 309 INVESTMENT RELATED: NO ADDRESS: 309 BRUSSELLES ST. PO BOX 111, SAINT MARYS PA 15857 NATURE OF BUSINESS: RESIDENTIAL RENTAL START DATE: 10/20/24 POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: OWNER

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2003-02-18
  • S63 Uniform Securities Agent State Law Examination
    2003-02-18
Designations
Other Names
  • David B Geci

View on SEC IAPD

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