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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-09-05 |
Branch Locations
1150 Thorn Run Rd Ste 109, Moon Twp, PA 15108 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kenneth J Lazarowicz & Associates | Moon Twp | PA | 01/1990 | Present |
| Avantax Investment Services, Inc. | Moon Township | PA | 08/2009 | 09/2025 |
| Avantax Advisory Services | Moon Township | PA | 08/2009 | 09/2025 |
| Avantax Insurance Agency, Llc. | Moon Township | TX | 12/2013 | 09/2025 |
| Lazarowicz Financial Services | Moon Twp | PA | 01/2012 | Present |
| Cetera Wealth Services, Llc | Moon Twp | PA | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) Kenneth J Lazarowicz & Assoc~'NIR'~1150 Thorn Run Rd, Ste 109~Moon Township~PA~15108~Accounting Services/Tax Preparation~Owner~1/1/1990~140hrs~65hrs~meet with clients and review tax and booking services, oversee the financial statement preparation 2)Rental Property~'NIR'~1150 Thorn Run Rd~Moon Twp,~PA~15108~Rental Property Owner/Management~Owner/Sole Proprietor~8/1/2006~1hrs~0hrs~collect rent, pay bills 3) LAZAROWICZ FINANCIAL SERVICES POSITION: owner NATURE: Kenneth J Lazarowicz & Associates DBA Lazarowicz Financial Services is a CPA firm provides tax and accounting INVESTMENT RELATED: No NUMBER OF HOURS: 140 SECURITIES TRADING HOURS: 90 START DATE: 01/01/2012 ADDRESS: 1150 Thorn Run Rd, Ste 109, Moon Twp PA 15108, United States DESCRIPTION: I am the owner of the tax and accounting firm. I sign all tax and financial statements, I hire all employees and supervise all activity.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-05-26 |
| S63 | Uniform Securities Agent State Law Examination | 2007-05-31 |
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