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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-09-05 |
| TX | RA | APPROVED_RES | 2025-09-05 |
Branch Locations
5671 N Oracle Rd Suite 1104, Tucson, AZ 85704 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Avantax Investment Services, Inc. | Tucson | AZ | 10/2015 | 09/2025 |
| Gill & Ghabbani Financial Llc | Tucson | AZ | 07/2016 | Present |
| Avantax Insurance Agency, Llc | Tucson | AZ | 03/2017 | 09/2025 |
| Financial Guidance Services | Tucson | AZ | 01/2016 | 08/2017 |
| Piper Accounting Solutions Pllc | Tucson | AZ | 07/2017 | 01/2019 |
| Mary Ann Gill | Tucson | AZ | 05/2018 | Present |
| Canyon Tax Associates Llc | Phoenix | AZ | 01/2018 | Present |
| Piper Accounting Solutions Pllc | Tucson | AZ | 09/2019 | 09/2020 |
| Cetera Wealth Services, Llc | Tucson | AZ | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) Mary Ann Gill 1211 W Schafer Dr~Tucson~AZ~85705~Insurance Agent~Agent~5/25/2018~30hrs~10hrs~Medicare - return calls to seniors who have requested assistance with options. Final expense - return calls to prospects who have asked for assistance with options. Health Insurance - will not be promoting this but will provide a service to existing clients if asked. 2) INSURANCE SEE ME LLC POSITION: Agent NATURE: Insurance Agent INVESTMENT RELATED: Yes NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 10 START DATE: 05/25/2018 ADDRESS: 555 E Limberlost Dr #2060, Tucson AZ 85705, United States DESCRIPTION: Medicare - return calls to seniors who have requested assistance with options. Final expense - return calls to prospects who have asked for assistance with options. Health Insurance - will not be promoting this but will provide a service to existing clients if asked. 3) CANYON TAX ASSOCIATES LLC POSITION: Owner NATURE: Accounting Services/Tax Preparation INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 10 START DATE: 01/01/2018 ADDRESS: 2218 East Kelton Ln Phoenix AZ 85705, United States DESCRIPTION: Promote the tax preparation business, meet with tax clients, prepare tax returns. 4) GILL & GHABBANI FINANCIAL LLC POSITION: Owner NATURE: Name created to advertise Avantax business. INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 10 START DATE: 07/19/2016 ADDRESS: 5671 N Oracle Rd #1105, Tucson AZ 85704, United States DESCRIPTION: Name created to advertise Avantax business
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-06-29 |
| S63 | Uniform Securities Agent State Law Examination | 2015-12-17 |
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