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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-09-05 |
Branch Locations
12200 Chestnut Circle, Brecksville, OH 44141 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hubert & Hubert, Inc. | Brecksville | OH | 06/1990 | Present |
| 1St Global Capital Corp | Brecksville | OH | 12/2006 | 10/2019 |
| 1St Global Advisors, Inc. | Brecksville | OH | 02/2007 | 10/2019 |
| Avantax Insurance Services, Inc. | Brecksville | OH | 08/2011 | 09/2025 |
| Avantax Advisory Services | Brecksville | OH | 10/2019 | 09/2025 |
| Avantax Investment Services, Inc. | Brecksville | OH | 10/2019 | 09/2025 |
| Cetera Wealth Services, Llc | Brecksville | OH | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) HUBERT WEALTH MANAGEMENT, LLC POSITION: MEMBER NATURE: FINANCIAL SERVICES INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 01/15/2012 ADDRESS: Brecksville OH , United States DESCRIPTION: REFERRING AGENT FOR 1ST GLOBAL SECURITIES. 2) HUBERT & HUBERT, INC. POSITION: PRESIDENT NATURE: CPA firm - prepare taxes and financial statements INVESTMENT RELATED: No NUMBER OF HOURS: 105 SECURITIES TRADING HOURS: 105 START DATE: 06/01/1990 ADDRESS: 12200 Chestnut Circle, Address (line 2), Address (line 2), Brecksville OH 44141, United States DESCRIPTION: I provide accounting and tax services. Regarding accounting we prepare compilation, reviews and audits. I also assist clients with accounting issues and guidance. Regarding taxes, I provide tax compliance with regulations and tax planning advice.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-01-22 |
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