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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-09-05 |
| TX | RA | APPROVED_RES | 2025-09-05 |
Branch Locations
11905 Whispering Oaks Ct, Reisterstown, MD 21136 • United States
11905 Whispering Oak Ct, Reisterstown, MD 21136 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Adam Chavis & Company, P.A. | Reisterstown | MD | 06/1991 | Present |
| Adam Chabis, Esquire | Reisterstown | MD | 12/1987 | Present |
| Avantax Investment Services, Inc. | Reisterstown | MD | 01/2007 | 09/2025 |
| Avantax Advisory Services | Reisterstown | MD | 11/2011 | 09/2025 |
| Seska Peck Ramberg Irrevocable Trust | Reisterstown | MD | 01/2015 | Present |
| Avantax Insurance Agency, Llc | Reisterstown | MD | 01/2008 | 09/2025 |
| Daco Construction Corporation | Harmans | MD | 09/2022 | Present |
| Cetera Wealth Services, Llc | Reisterstown | MD | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) Adam Chavis & Company, P.A.~'NIR'~11905 whispering Oak Ct~Reisterstown~MD~21136~Accounting/Bookkeeping (No Tax Preparation)~Owner/Sole Proprietor~2/1/1990~160hrs~100hrs~CPA 2) Adam Chavis, Esquire~'NIR'~11905 Whispering Oak Ct~Reisterstown~MD~21136~Attorney/Legal Practice~Owner/Sole Proprietor~1/1/1988~20hrs~8hrs~Attorney 3) RP Strategies Holdings LLC~'NIR'~11905 Whispering Oak Ct~Reisterstown~MD~21136~Rental Property Owner/Management~Other~1/14/2015~2hrs~0hrs~Accounting/Tax 4) SEVEN C'S PROPERTY LLC; POSITION: Member NATURE: Family owned personal use/rental property INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2022; 11905 Whispering Oaks Ct, Reisterstown MD 21136, Managing Member 5) DACO CONSTRUCTION CORPORATION; Accounting Manager: Oversight for accounting and records for the company INVESTMENT RELATED: No; 25; 6; 09/30/2022; 7538 Old Coaling Road, Harmans MD 21076, Employee to - generate quickbooks reports review data entry into quickbooks review banking transactions review bank reconciliation discussions with management 6) SESKA PECK RAMBERG IRREVOCABLE TRUST POSITION: Trustee NATURE: Conserve and Investing Assets INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/14/2015 ADDRESS: 11905 Whispering Oak Ct, Reisterstown MD 21136, United States DESCRIPTION: Trustee
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-02-06 |
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