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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-09-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cuis Consulting Group | Fairfax | VA | 01/2001 | Present |
| Avantax Investment Services, Inc. | Falls Church | VA | 10/2002 | 09/2025 |
| Avantax Advisory Services | Falls Church | VA | 09/2003 | 09/2025 |
| Cui's Financial Group Inc | Falls Church | VA | 08/2009 | Present |
| Avantax Insurance Agency, Llc | Falls Church | VA | 08/2004 | 09/2025 |
| Cetera Wealth Services, Llc | Falls Church | VA | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) MOLLER HOLDINGS INC~'NIR'~8904 ROYAL ASTOR WAY~FAIRFAX~VA~22031~Business/Management Consulting~Owner/Sole Proprietor~2/18/2014~1hrs~0hrs~BUSINESS CONSULTING 2) Cui's Financial Group Inc~'NIR'~2841 Hartland Rd, Ste 201~Falls Church~VA~22043~Tax Preparation/Accounting~President~8/1/2009~80hrs~3hrs~Managing Daily Operation 3) BEDROCK FOUNDATION POSITION: Director NATURE: Bedrock Foundation is a charitable and educational organization and provides grants for educational needs. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 11/22/2021 ADDRESS: 1401 N Oak St APT 608, Arlington VA 22209 DESCRIPTION: Accounting and tax related.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2003-07-10 |
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