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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 | 2025-09-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Scaletta Cpa & Associates, Pc | Johnstown | PA | 01/2012 | 12/2019 |
| Equity Services, Inc. | Johnstown | PA | 12/2003 | 08/2023 |
| Scaletta Financial, Llc | Johnstown | PA | 09/2018 | Present |
| Brian Scaletta | Johnstown | PA | 07/2023 | Present |
| Avantax Investment Services Inc. | Johnstown | PA | 08/2023 | 09/2025 |
| Avantax Advisory Services | Johnstown | PA | 08/2023 | 09/2025 |
| Avantax Insurance Agency, Llc | Johnstown | PA | 08/2023 | 09/2025 |
| Cetera Wealth Services, Llc | Johnstown | PA | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) BRIAN SCALETTA POSITION: Musician NATURE: Cajon (percussion) services for acoustic acts, Drum services for bands, Live performances at various venues and provide the necessary instrument INVESTMENT RELATED: No NUMBER OF HOURS: 9 SECURITIES TRADING HOURS: 0 START DATE: 07/22/2023 ADDRESS: 253 Rosewood St, Johnstown PA 15904, United States DESCRIPTION: I play the cajon for acoustic acts, I play the drum set for bands Both involve live performances at various venues in which I provide the necessary instrument/equipment Practice with other musicians involved as necessary 2) SCALETTA CPA & ASSOCIATES, PC POSITION: Vice President NATURE: Tax Services, Payroll tax services, Computerized accounting systems for clients, Business Valuations, Tax planning & consulting services INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/06/2012 ADDRESS: 121 Langhorne Ave., Johnstown PA 15905, United States DESCRIPTION: Tax return preparation Review the work of employee's Tax planning and consulting services. Implementing and maintaining accounting systems, Overseeing the operation of the business 3) SCALETTA FINANCIAL, LLC POSITION: Owner NATURE: Tax Services - Individual, Corporate, Partnership, Fiduciary, and other miscellaneous Payroll Services including live payroll and quarterly payroll tax returns along with W-2's, Computerized accounting systems for clients, Business valuations for company, buy/sell agreements, Tax planning and consulting services INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 30 START DATE: 09/04/2018 ADDRESS: 121 Langhorne Ave., Johnstown PA 15905, United States DESCRIPTION: Tax Return Preparation & Review, Business Valuations, Tax Planning & Consulting, Computerized accounting systems, Overseeing the operation of the business
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-01-26 |
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