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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DE | RA | APPROVED | 2025-09-05 |
| MD | RA | APPROVED | 2025-09-05 |
| PA | RA | APPROVED | 2025-09-05 |
Branch Locations
12445 Ocean Gateway Suite 11, Ocean City, MD 21842 • United States
115 South Broad St., Kennett Square, PA 19348 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fenstermacher & Company, Llp | Kennett Square | PA | 11/2000 | Present |
| Avantax Investment Services, Inc. | Kennett Square | PA | 06/2007 | 09/2025 |
| Avantax Advisory Services | Kennett Square | PA | 02/2008 | 09/2025 |
| Fenstermacher & Company, Pc | Kennett Square | PA | 01/2018 | Present |
| Ksq Development, Llc | Kennett Square | PA | 08/2019 | Present |
| Avantax Insurance Agency, Llc | Kennett Square | PA | 01/2008 | 09/2025 |
| Tyler & Company, Llc | Ocean City | MD | 01/2022 | Present |
| Cetera Wealth Services, Llc | Greenville | DE | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) Fiduciary Appointment-Trustee 96 Daniel Drive~Avondale~PA~19311~8/15/2017~1hrs~0hrs~Provide guidance to the trust to accomplish its stated goals 2) Hoodwink Holdings,LLC 115 South Broad Street~Kennett Square~PA~19348~Rental Property Owner/Management~Partner/General Partner~6/1/2008~1hrs~0hrs~Managing Member 3) The Hooper Building Partnership 115 South Broad Street~Kennett Square~PA~19348~Rental Property Owner/Management~Partner/General Partner~10/1/2008~1hrs~0hrs~General Partner 4) Fenstermacher & Company, PC 115 S Broad Street~Kennett Square~PA~19348~Accounting Services/Tax Preparation~Owner~1/1/2018~160hrs~130hrs~CPA and President. Provide accounting and tax services to clients approximately 40 hours per week. Firm management responsibilities approximately 10 hours per week. 5) KSQ Development, LLC 115 S Broad Street~Kennett Square~PA~19348~Rental Property~Owner~8/12/2019~1hrs~1hrs~Oversight and accounting.| 6) TYLER & COMPANY, LLC POSITION: Owner NATURE: Tyler & Company, LLC is a Certified Public Accounting firm in Ocean City, Maryland. The firm provides accounting and tax services to clients. INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 01/01/2022 ADDRESS: 12445 Ocean Gateway # 11, Ocean City MD 21842, United States DESCRIPTION: I am the owner and manager of the firm, I provide services to clients in the accounting and tax areas, supervise employees and manage the overall operations of the firm. 7) MARLIN PARK 12 LLC POSITION: Member Manager NATURE: Entity owns condominium units 11, 12, 13 in the Marlin Park Condominium - Phase I in West Ocean City, MD. The units are rented to Tyler & Company, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 06/02/2002 ADDRESS: 115 South Broad St., Kennett Square PA 19348, United States DESCRIPTION: As the owner I maintain the building, collect rents, pay bills and loan payments, maintain financial records and comply with tax filing requirements. The LLC is a single member LLC disregarded entity. 8) BREAKWATER TIMBER BRIDGE ASSOCIATION, INC. POSITION: Outside accountant NATURE: Homeowners association responsible for maintaining a timber bridge required to access homes in the neighborhood. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 10/01/2023 ADDRESS: 115 South Broad St., Kennett Square PA 19348, United States DESCRIPTION: Our firm prepares tax returns, does monthly accounting, and meets with the homeowners and organization leadership regarding financial matters. I have check signing authority for the organization. 9) N57 Hangar Group, LLC; Owner; Rental Property; IR; 0; 01/01/2020; 1235 Newark Rd Toughkenamon PA 19374; Provide oversight and management functions for rental activity. Provide accounting services. Prepare and file tax returns. 10) Old Eagle Programs Trust; Trustee; Fiduciary Appointment; NIR; 0; 08/15/2017; 96 Daniel Drive Avondale PA 19311; Provide guidance to the trust to accomplish its stated goals
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-10-19 |
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