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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 |
| TX | RA | APPROVED | 2025-09-05 |
Branch Locations
5074 West Library Ave Suite 600, Bethel Park, PA 15102 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Avantax Investment Services, Inc. | Bethel Park | PA | 10/2002 | 09/2025 |
| Avantax Advisory Services | Bethel Park | PA | 02/2011 | 09/2025 |
| Thomas M Walsh & Associates, Llc | Bethel Park | PA | 05/2002 | Present |
| Avantax Insurance Agency, Llc | Bethel Park | PA | 07/2018 | 09/2025 |
| Cetera Wealth Services, Llc | Bethel Park | PA | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1. Thomas M Walsh & Associates, LLC~'NIR'~5074 West Library Ave, Suite 600~Bethel Park~PA~15102~Tax Preparation/Accounting~President~5/1/2002~200hrs~100hrs~Tax preparation & accounting 2. Rental property~ SAME AS RESIDENTIAL LOCATION ~Real Estate~Other~6/1/2016~1hrs~0hrs~Co-owner of the property. None - passive rental activity.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-01-27 |
| S63 | Uniform Securities Agent State Law Examination | 2003-02-03 |
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