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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2025-09-05 |
| TX | RA | APPROVED_RES | 2025-09-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Daryl J Petry Pc | Noblesville | IN | 09/1999 | Present |
| Avantax Investment Services, Inc. | Noblesville | IN | 09/2004 | 09/2025 |
| Petes Partner Llc | Union City | IN | 07/2004 | Present |
| Dasu Realty Llc | Noblesville | IN | 01/2002 | Present |
| Avantax Advisory Services | Noblesville | IN | 10/2004 | 09/2025 |
| Petry Wealth Management | Nobelsville | IN | 09/2009 | Present |
| Dasu Realty. Llc | Noblesville | IN | 11/2002 | Present |
| Pete's Partners, Llp | Union City | IN | 07/2004 | Present |
| Daryl J Petry, P.C. | Noblesville | IN | 10/1999 | Present |
| Cetera Wealth Services, Llc | Noblesville | IN | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) Pete's Partners, LLP~'NIR'~6195 N County Road 800 E~Union City~IN~47390~Rental Property~Other~7/22/2004~1hrs~1hrs~I provide bookkeeping and tax preparation. 2) DASU Realty. LLC~'NIR'~408 S 9th Street~Noblesville~IN~46060~Rental Property~Owner~11/1/2002~10hrs~5hrs~Managing the building. 3) Daryl J Petry, P.C.~'NIR'~408 S. 9th Street~Noblesville~IN~46060~Accounting Services/Tax Preparation~Owner~10/6/1999~35hrs~32hrs~This is the entity name for the tax and accounting practice. 4) BOYS & GIRLS CLUB OF NOBLESVILLE POSITION: Member of the Board of Directors NATURE: Board Position/Office INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 3 START DATE: 01/21/2012 ADDRESS: 1448 Conner Street, Noblesville IN 46060, United States DESCRIPTION: I amcurrently Vice Presidentand a board member for this organization. Starting in January of 2021 i will be serving as President of the Board 5) PETRY WEALTH MANAGMENT POSITION: President NATURE: Business name for Avantax business INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 60 START DATE: 09/01/2009 ADDRESS: 408 S 9th Street, Suite 100, Noblesville IN 46060, United States DESCRIPTION: Business name for Avantax business
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-06-21 |
| S63 | Uniform Securities Agent State Law Examination | 2004-01-21 |
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