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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2025-07-21 |
| TX | RA | APPROVED | 2025-07-21 |
Branch Locations
213 W. Main Street, Danville, KY 40422 • United States
Lexington, KY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Avantax Investment Services, Inc. | Danville | KY | 08/2002 | Present |
| Avantax Advisory Services | Danville | KY | 09/2004 | 09/2025 |
| Mcdaniel Wealth Management, Pllc | Danville | KY | 01/2004 | 09/2021 |
| Avantax Insurance Agency, Inc. | Danville | KY | 12/2016 | Present |
| Hayley Properties, Llc | Danville | KY | 09/2004 | Present |
| Cetera Wealth Services, Llc | El Segundo | CA | 07/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 07/2025 | Present |
1) Timothy J McDaniel 110 N. First Street~Danville~KY~40422~Independent Insurance Agent~Owner/Sole Proprietor~1/1/2004~1hrs~1hrs~independent agent of Anthem, Bluegrass Family Health to sell health Insurance. 2) Hayley Properties, LLC 213 W. Main Street~Danville~KY~40422~Rental Property~Owner~9/16/2004~1hrs~1hrs~Maintain condition of building. 3)McDaniel Wealth Management, PLLC; Owner/Sole Proprietor; Accounting Services/Tax Preparation; NIR; 130; 01/01/2004; 213 W. Main Street Danville KY 40422; Owner/Manager of business
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-06-19 |
| S63 | Uniform Securities Agent State Law Examination | 2002-12-30 |
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