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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-09-07 |
| PA | RA | APPROVED | 2025-09-05 |
| TX | RA | APPROVED_RES | 2025-09-05 |
Branch Locations
1001 South First Street Office No. 5, Fulton, NY 13069 • United States
707 Claremont Ave, Tamaqua, PA 18252 • United States
210 Jones St Ste. 104, Dubuque, IA 52001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-04-09 |
| PA | RA | APPROVED | 2021-11-18 |
Branch Locations
210 Jones St Ste. 104, Dubuque, IA 52001 • United States
707 Claremont Ave, Tamaqua, PA 18252 • United States
1001 South First Street Office No. 5, Fulton, NY 13069 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stanley B Warner Iii Cpa | Tamaqua | PA | 01/1999 | Present |
| Avantax Investment Services, Inc. | Drums | PA | 04/2004 | 09/2025 |
| Avantax Advisory Services | Drums | PA | 01/2005 | 09/2025 |
| Longhi Financial Inc | Tamaqua | PA | 10/2008 | 06/2019 |
| Avantax Insurance Agency, Llc | Drums | PA | 06/2014 | 09/2025 |
| Avantax Planning Partner, Inc. | Drums | PA | 10/2021 | Present |
| Cetera Wealth Services, Llc | Tamaqua | PA | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) Stanley B Warner III, CPA 59 Fawn Drive~Drums~PA~18222~Tax Preparation/Accounting~Owner/Sole Proprietor~4/1/2004~20hrs~0hrs~Accounting & Tax Prep 2) MMI Prep School Main Street~Freeland~PA~18224~Other~Director/Officer~9/1/2010~2hrs~0hrs~Board of Director of MMI Prep School 3) AVANTAX PLANNING PARTNERS POSITION: FPC NATURE: I'm a new FPC with Avantax Planning Partners INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 130 START DATE: 10/19/2021 ADDRESS: 707 Claremont Ave, Tamaqua PA 18252, United States DESCRIPTION: Financial Advisor
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-08-17 |
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