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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
228 East Mcmurray Rd Ste A, Mcmurray, PA 15317 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ivana Liberatore, Cpa, Cfp, And Associates | Mcmurray | PA | 09/2013 | Present |
| Avantax Investment Services, Inc. | Mcmurray | PA | 09/2013 | 09/2025 |
| Avantax Insurance Agency, Llc | Mcmurray | PA | 09/2016 | 09/2025 |
| Avantax Advisory Services | Mcmurray | PA | 09/2016 | 09/2025 |
| Cetera Wealth Services, Llc | Mcmurray | PA | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) IVANA G LIBERATORE CPA, CFP & ASSOCIATES POSITION: Accountant/Bookkeeper NATURE: Tax Preparation/Accounting INVESTMENT RELATED: No NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 50 START DATE: 09/01/2013 ADDRESS: 228 East McMurray Rd., Ste A, McMurray PA 15317, United States DESCRIPTION: Manage marketing & client relations for the firm.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-03-26 |
| S63 | Uniform Securities Agent State Law Examination | 2013-11-26 |
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