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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-02-05 |
| UT | RA | APPROVED | 2021-10-05 |
Branch Locations
8545 S Redwood Rd Suite D, West Jordan, UT 84088 • United States
Herriman, UT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dahle'S Tax Accounting | South Jordan | UT | 01/2003 | Present |
| Avantax Investment Services, Inc. | West Jordan | UT | 10/2007 | 09/2021 |
| Dahle Financial Services | West Jordan | UT | 10/2008 | Present |
| Avantax Insurance Agency, Llc | West Jordan | UT | 09/2007 | 09/2021 |
| Avantax Advisory Services | West Jordan | UT | 01/2019 | 09/2021 |
| Cetera Financial Specialists Llc | Schaumburg | IL | 09/2021 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2021 | Present |
| Dahle Tax & Accounting | West Jordan | UT | 10/2008 | Present |
1) DAHLE FINANCIAL SERVICES; WEST JORDON, UT; INVESTMENT RELATED; DBA FOR FINANCIAL SERVICES/TAX AND ACCOUNTING; SINCE 10/2008, 160 HRS/MO; ADMINISTRATIVE RESPONSIBILITIES; PARTIAL OWNER 2) DAHLE TAX & ACCOUNTING; WEST JORDON, UT; NON INVESTMENT RELATED; TAX AND ACCOUNTING SERVICES; SINCE 10/2008, 160 HRS/MO; ACCOUNTANT; PARTIAL OWNER
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-01-12 |
| S63 | Uniform Securities Agent State Law Examination | 2007-11-02 |
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