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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-09-05 |
| WV | RA | APPROVED | 2025-09-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fsc Securities Corporation | Moundsville | WV | 02/2009 | 02/2017 |
| Avantax Insurance Services, Llc | Wheeling | WV | 02/2017 | 09/2025 |
| Mason Energy, Llc | Wheeling | WV | 01/2010 | Present |
| Union Local High School | Belmont | OH | 07/2014 | Present |
| Avantax Investment Services, Inc. | Wheeling | WV | 02/2017 | 09/2025 |
| Avantax Advisory Services | Wheeling | WV | 02/2017 | 09/2025 |
| Motorist Life | Wheeling | WV | 09/2018 | 11/2020 |
| Glessner & Associates, Pllc | Wheeling | WV | 01/2017 | Present |
| Glessner Wharton Andrews Insurance Llc | Wheeling | WV | 01/2019 | Present |
| Highland Capital Brokerage | King Of Prussia | PA | 06/2020 | 10/2021 |
| Cetera Wealth Services, Llc | Wheeling | WV | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) Glessner & Associates, PLLC 2084 National Road Wheeling WV 26003 Accounting Services/Tax Preparation Independent Contractor 1/1/2017 20hrs~20hrs Contact Client with Questions Review Tax Forms Answer Client Tax Questions Enter Tax Information on Tax Software 2) Mason Energy, LLC 2084 National Rd Wheeling WV 26003 Oil/Gas Exploration Employee 1/1/2010 15hrs~5hrs Manages the family Oil and Gas mineral rights Manage the day to day operations Keep track of incoming royalities. Keep track of the bank account Send quarterly checks to the members 3) Avantax Insurance Agency, LLC Wheeling WV Equity Indexed Annuity Agent 2/13/2017 10hrs~10hrs I may have the ability to sell any, or all of the following products: variable annuities, fixed annuities, any/all types of index annuities, variable insurance (e.g. VUL/VIL). 4) Glessner Wharton Andrews Insurance LLC 2084 National Rd Wheeling WV 26003 Insurance Agent 1/1/2019 5hrs~5hrs Sell Life Insurance Sell over the Phone Attain Quotes and Prices Review existing coverages 5) The Jets Booster lub 41088 B and S Rd Belmont OH 43718~Board Position/Officer~Other~6/1/2019~1hrs~1hrs~I have check writing ability for the group. I attend monthly meetings I help during fundraising events. 6) Glessner Snodgrass Wealth Management, LLC 2084 National Road Wheeling WV 26003 Other Owner 2/5/2018 15hrs~15hrs I post articles to the Facebook through Hearsay. I make sure our website is in compliance with Avantax. 7) The Glessner Group 2084 National Rd Wheeling WV 26003 Other Owner 10/1/2019 100hrs~100hrs My duties for the Glessner Group include managing the investment side of the group, Glessner Snodgrass Wealth Management. I also help prepare tax returns during tax season for Glessner and Assoc. 8)MASON ENERGY, LLC POSITION: Manager NATURE: Oil/Gas Exploration INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2010 ADDRESS: 2084 National Rd, Wheeling WV 26003, United States DESCRIPTION: Manages the family Oil and Gas mineral rights
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-08-16 |
| S63 | Uniform Securities Agent State Law Examination | 2003-07-18 |
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