Walter Paul Shoczolek

Current Employers

Employment History

• 05/1986 → Present
  Pierce Guyon & Shoczolek
  Wildwood Crest, NJ
• 08/2007 → 09/2023
  Avantax Investment Services, Inc.
  Wildwood Crest, NJ
• 10/2008 → 09/2023
  Avantax Advisory Services
  Wildwood Crest, NJ
• 09/2023 → Present
  Sigma Financial Corporation
  Ann Arbor, MI
• 09/2023 → Present
  Sigma Planning Corporation
  Ann Arbor, MI

Previous Registrations

• 2008-10-23 → 2023-10-02
  Avantax Advisory Services
  Wildwood Crest, NJ
  Dallas, TX

Other Businesses

1. 9700 Pacific Ave Realty Group, LLC, 9700 Pacific Avenue, Ste 102, Wildwood Crest, NJ 08260. Rental Property Owner/Management. One of 3 Partners. Start date: 6/20/2016, approx. 2hrs/mo. Duties include management / decision making. INV REL: N 2. PG&S Realty Group, LLC, 9700 Pacific Ave, Ste 102, Wildwood Crest, NJ 08260. Rental Property Owner/Management. 50/50 ownership. Start date: 10/2/2008, approx. 2hrs/mo. General management duties. INV REL: N 3. PG&S Capital Management, LLC, 9700 Pacific Ave, Ste 102, Wildwood Crest, NJ 08260. Entity formed for bill paying and operational purposes. One of 3 partners. Start date: 10/1/2007, less than 5 hrs/mo. INV REL: N 4. Pierce Guyon & Shoczolek, PA, 9700 Pacific Ave., Ste 102, Wildwood Crest, NJ 08260. Tax Preparation/Accounting. Corporate Secretary. Start date: 1/1/1982, approx. 160hrs/mo, 120hrs during mkt hrs. INV REL: N 5. PGS Accountants and Advisors, LLC, 9700 Pacific Ave., Ste. 102, Wildwood Crest, NJ 08260. Partner/General Partner - Accounting. Duties: Accounting and tax returns / Review & Supervision. Start date: 6/15/2016, Approx. 10 hrs/mo, all during mkt hrs. INV REL: N 6. PG&S Payroll Services LLC, 9700 Pacific Ave., Ste. 102, Wildwood Crest, NJ 08260. Duties: Billing Start date: 1/1/2009, approx. 3hrs/mo. INV REL: N

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-08-21
• S63 Uniform Securities Agent State Law Examination
  2008-02-13

Other Names

• Walter Shoczolek