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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2004-06-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bould & Associates, P.C. | Pittsburgh | PA | 09/2000 | Present |
| Cetera Financial Specialists Llc | Schaumburg | IL | 06/2004 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2004 | Present |
| Bould Financial Professionals | Pittsburgh | PA | 09/2012 | Present |
| Desisto, Schneeberger, Bould & Associates, Pc | Pittsburgh | PA | 02/2021 | 12/2024 |
| Patrick W. Bould, Cpa | Pittsburgh | PA | 12/2024 | Present |
1) BUSINESS NAME: BOULD & ASSOCIATES P.C. CPA - NATURE OF BUSINESS: ACCOUNTING, TAX, & CONSULTING - TITLE: PRESIDENT - START DATE: 9/02 - WORK 40 HRS/WK. 2) BOULD FINANCIAL PROFESSIONALS; DBA NAME FOR TAX & INVESTMENT PRACTICE - INV. RELATED; PITTSBURGH, PA; FINANCIAL SERVICES; OWNER; SINCE 09/2012; 40 HRS/WK DURING SECURITIES TRADING HOURS: 3) N/A, NOT INVESTMENT RELATED, PITTSBURGH, PA, REAL ESTATE, STARTED 10/2004, POSITION/TITLE/RELATIONSHIP: OWNER, APX 1 HOURS PER WEEK, NOT DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES; RENTAL PROPERTY: COLLECT RENT, PAY BILLS, ASSIST IN FINDING TENANTS AND REPAIRING UNITS: 4)N/A, NOT INVESTMENT RELATED, PITTSBURGH, PA, REAL ESTATE, STARTED 01/2009, POSITION/TITLE/RELATIONSHIP: OWNER, APX 1 HOURS PER WEEK, NOT DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES; 2 RENTAL PROPERTIES: COLLECT RENT, PAY BILLS, ASSIST IN FINDING TENANTS AND REPAIRING UNITS; 5) NAME OF OTHER BUSINESS: PATRICK W. BOULD, CPA; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: TAX AND ACCOUNTING; START DATE: 12/2024; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 30; APX NUMBER OF HOURS DURING TRADING HOURS: 5; BRIEF DESCRIPTION OF DUTIES: CPA OFFERING TAX, CONSULTING AND ACCOUNTING SERVICES;
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2003-12-01 |
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