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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
237 Johns Street Suite 3, Johnstown, PA 15901 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Samuel Carpenter | Johnstown | PA | 11/2007 | Present |
| Avantax Investment Services, Inc. | Johnstown | PA | 03/2014 | 09/2025 |
| Avantax Advisory Services | Johnstown | PA | 02/2016 | 09/2025 |
| Avantax Insurance Agency, Llc | Johnstown | PA | 10/2015 | 09/2025 |
| Cetera Wealth Services, Llc | Johnstown | PA | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) Carpenter Financial Services, Inc. 237 Johns Street, Suite 3~Johnstown~PA~15901~Financial Planning~Financial Advisor/Consultant~1/10/2014~160hrs~120hrs~Bookkeeping, CPA, Tax Prep, Payroll Services, Marketing 2) Samuel Carpenter 237 Johns Street , Ste 3~Johnstown~PA~15901~Tax Preparation/Accounting~Accountant/Bookkeeper~11/1/2007~160hrs~120hrs~Provide accounting, bookkeeping, tax prep and payroll services
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2014-10-13 |
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