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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DE | RA | APPROVED | 2025-09-05 |
| TX | RA | APPROVED_RES | 2025-09-05 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Avantax Investment Services, Inc. | Wilmington | DE | 02/2000 | 09/2025 |
| Avantax Advisory Services | Wilmington | DE | 07/2003 | 09/2025 |
| Van Buren Financial Group Llc | Wilmington | DE | 07/2008 | Present |
| Hd Vest Insurance Services | Irving | TX | 04/2010 | 09/2025 |
| Kistler Tiffany Benefits Co | Berwyn | PA | 01/2017 | Present |
| Metropolitan Life Ins | Tampa | FL | 01/2017 | 10/2019 |
| Richard T Miller | Wilmington | DE | 12/2019 | Present |
| Cetera Wealth Services, Llc | Wilmington | DE | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) Richard T Miller~'NIR'~615 W 18th Street~Wilmington~DE~19802~Independent Insurance Agent~Owner/Sole Proprietor~3/1/2000~3hrs~0hrs~health insurance sales 2) Van Buren Partners LLC~'NIR'~615 W 18th Street~Wilmington~DE~19802~Rental Property Owner/Management~Partner/General Partner~7/26/2012~2hrs~0hrs~Review monthly accounting - owner occupied building.V 3) Van Buren Financial Group LLC~'NIR'~615 W 18th Street~Wilmington~DE~19802~Tax Preparation/Accounting~Director/Officer~7/1/2008~160hrs~140hrs~member of LLC; provide consulting, accounting, and tax services to clients 4) Kistler Tiffany Benefits Co~'NIR'~400 Berwyn Park, Suite 200, 899 Cassatt Road~Berwyn~PA~19312~Insurance Agent~Insurance Sales Agent~1/1/2017~2hrs~2hrs~Health Insurance sales 5) Richard T Miller~'NIR'~804 W 20th Street~Wilmington~DE~19802~Rental Property~Owner~12/18/2019~1hrs~1hrs~Collect monthly rent, pay related bills & arrange for any contractors for repairs.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-08-29 |
| S63 | Uniform Securities Agent State Law Examination | 2000-02-14 |
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