Kristy Mae Douglas

Current Employers

Employment History

• 01/2011 → Present
  Kristy M. Douglas, Cpa
  West Chester, PA
• 01/2018 → 10/2019
  1St Global Capital Corp
  West Chester, PA
• 01/2018 → 10/2019
  1St Global Advisors Inc
  West Chester, PA
• 10/2019 → 09/2025
  Avantax Advisory Services
  West Chester, PA
• 10/2019 → 09/2025
  Avantax Investment Services, Inc.
  West Chester, PA
• 01/2011 → Present
  Kristy M Douglas Cpa Llc
  West Chester, PA
• 09/2025 → Present
  Cetera Wealth Services, Llc
  West Chester, PA
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2019-10-25 → 2025-09-05
  Avantax Advisory Services
  West Chester, PA
• 2018-01-26 → 2019-10-25
  1St Global Advisors Inc
  West Chester, PA

Other Businesses

1) GOSHEN FIRE COMPANY- FINANCIAL ADVISORY COMMITTEE POSITION: Advisor NATURE: Volunteer fire company and emergency medical services INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 11/20/2015 ADDRESS: 1320 Park Avenue, West Chester PA 19380, United States DESCRIPTION: Serve on a committee that reviews financial policies and procedures, budgets, fundraising activities and investment policies prior to presentation to the board of directors. I do NOT have a vote on the board of this organization. 2) BRANDYWINE VALLEY WEALTH ADVISORS, LLC POSITION: Partner NATURE: Wealth Management Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 01/26/2018 ADDRESS: 535 North Church Street, Suite 113, West Chester PA 19380, United States DESCRIPTION: Serving as financial advisor to clients; administrative tasks 3) KRISTY M DOUGLAS CPA LLC POSITION: Owner NATURE: CPA Firm INVESTMENT RELATED: No NUMBER OF HOURS: 130 SECURITIES TRADING HOURS: 130 START DATE: 01/01/2011 ADDRESS: 535 North Church Street, Suite 113, West Chester PA 19380, United States DESCRIPTION: Tax & Accounting Services

Exams

• S66 Uniform Combined State Law Examination
  2018-01-26