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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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Roland R Mcduell,Ltd.T/A Goldstein & Mcd | Elkins Park | PA | 05/1988 | Present |
| Avantax Investment Services, Inc. | Elkins Park | PA | 09/1998 | 09/2025 |
| Cetera Wealth Services, Llc | Elkins Park | PA | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
Rental Property~'NIR'~221 E Church Rd~Elkins Park~PA~19027~Rental Property Owner/Management~Owner/Sole Proprietor~1/1/1986~24hrs~0hrs~Manage rental real estate. Hire contractors, pay bills, etc.|Roland R McDuell LTD T/A Goldstrin~'NIR'~7804 Montgomery Ave, Suite 1~Elkins Park~PA~19027~Tax Preparation/Accounting~Tax Preparation/Accounting~5/1/1988~50hrs~30hrs~Accounting, Bookeeping and tax preperation|Mission Financial Services~'NIR'~7804 Montgomery Ave, Suite 1~Elkins Park~PA~19027~Tax Preparation/Accounting~Accountant/Bookkeeper~1/1/2010~160hrs~160hrs~Accounting|
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-01-08 |
| S63 | Uniform Securities Agent State Law Examination | 1998-12-02 |
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