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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-09-05 |
Branch Locations
3220 Blume Drive Suite 221, Richmond, CA 94806 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Petsas & Hill Cpas | Richmond | CA | 02/2007 | Present |
| Avantax Investment Services, Inc. | Richmond | CA | 08/2008 | 09/2025 |
| Petsas & Hill Cpa's Inc | Richmond | CA | 01/2007 | Present |
| Avantax Insurance Agency, Llc | Richmond | CA | 01/2017 | 09/2025 |
| Ph Tax & Wealth Solutions Cpas, Inc. | Richmond | CA | 01/2007 | Present |
| Avantax Advisory Services | Richmond | VA | 01/2020 | 09/2025 |
| Cetera Wealth Services, Llc | Richmond | CA | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) PH Tax & Wealth Solutions CPAs, Inc.~'NIR'~3220 Blume Dr, Suite 221~Richmond~CA~94806~Accounting Services/Tax Preparation~Employee~1/1/2007~40hrs~20hrs~Certified Public Accounting - Individual, Fiduciary & Business Tax Return Preparation & Tax Planning| 2) PH Tax & Wealth Solutions CPAs, Inc.; Tax Preparation/Accounting; Accounting Services/Tax Preparation; NIR; ; 01/01/2007; 3220 Blume Dr, Suite 221 Richmond CA 94806; Certified Public Accounting - Individual, Fiduciary & Business Tax Return Preparation & Tax Planning
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-01-29 |
| S63 | Uniform Securities Agent State Law Examination | 2008-11-22 |
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