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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2025-09-05 |
| NY | RA | APPROVED | 2025-09-05 |
Branch Locations
11075 West Center Street Ext, Medina, NY 14103 • United States
Eureka, MO • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Scott Schickling, Cpa, Cfp | Medina | NY | 01/1992 | Present |
| Avantax Investment Services, Inc. | Medina | NY | 11/2006 | 09/2025 |
| Scott B. Schickling, Cpa,P.C | Williamsville | NY | 01/2007 | Present |
| Avantax Insurance Agency, Llc | Medina | NY | 08/2017 | 09/2025 |
| Scott B. Schickling, Cpa, P.C. | Medina | NY | 01/2007 | Present |
| Avantax Advisory Services | Medina | NY | 03/2007 | 09/2025 |
| Cetera Wealth Services, Llc | Medina | NY | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) LS Ventures of Lake Ontario, Inc.10780A Telegraph Road~Medina~NY~14103~Commercial/Residential Construction/Builder~President~6/14/2010~20hrs~0hrs~All functions. Light to Medium duty excavation services 2) LSV Holdings LLC 8616 Main Street Ste 1~Williamsville~NY~14221~Real Estate~Owner/Sole Proprietor~7/1/2016~1hrs~0hrs~Sole member of entity that owns our future office building 3) Scott Schickling, CPA, CFP 6 E. Bank St.~Albion~NY~14411~Tax Preparation/Accounting~Owner/Sole Proprietor~6/15/1992~100hrs~75hrs~Accounting and tax prep 4) SCOTT B. SCHICKLING, CPA, P.C. POSITION: President NATURE: Tax Preparation/Accounting INVESTMENT RELATED: No NUMBER OF HOURS: 150 SECURITIES TRADING HOURS: 90 START DATE: 01/01/2007 ADDRESS: 11075 West Center St Ext, Medina NY 14103, DESCRIPTION: Prepare tax returns, small business consulting 5) LSV HOLDINGS LLC POSITION: Owner/Sole Proprietor NATURE: Real Estate INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2016 ADDRESS: 11075 West Center St Ext, Medina NY 14103, DESCRIPTION: Sole member of entity that owns our office building 6) SCOTT SCHICKLING, CPA, CFP POSITION: Owner/Sole Proprietor NATURE: Tax Preparation/Accounting INVESTMENT RELATED: No NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 100 START DATE: 06/15/1992 ADDRESS: 11075 West Center St Ext, Medina NY 14103, DESCRIPTION: Accounting and tax prep
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2007-02-27 |
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