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Current Employers
Cetera Investment Advisers Llc

1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2025-09-05
  • OH RA
    APPROVED
    Since 2025-09-05

Branch Locations

3845 Attucks Dr, Powell, OH 43065 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Key Bank Lexington OH 09/2007 08/2022
Key Investment Services Llc Canton OH 02/2011 08/2022
Ifp Securities, Llc Powell OH 07/2022 11/2023
Independent Financial Partners Powell OH 07/2022 11/2023
Ignyte Financial, Llc Powell OH 08/2022 Present
Dynamic Investment Holdings Llc New Albany OH 07/2022 Present
Avantax Investment Services Inc. Powell OH 11/2023 09/2025
Avantax Advisory Services Powell OH 11/2023 09/2025
Avantax Insurance Agency, Llc Powell OH 11/2023 09/2025
Cetera Wealth Services, Llc Powell OH 09/2025 Present
Cetera Investment Advisers Llc Schaumburg IL 09/2025 Present
  • 09/2007 → 08/2022
    Key Bank
    Lexington, OH
  • 02/2011 → 08/2022
    Key Investment Services Llc
    Canton, OH
  • 07/2022 → 11/2023
    Ifp Securities, Llc
    Powell, OH
  • 07/2022 → 11/2023
    Powell, OH
  • 08/2022 → Present
    Ignyte Financial, Llc
    Powell, OH
  • 07/2022 → Present
    Dynamic Investment Holdings Llc
    New Albany, OH
  • 11/2023 → 09/2025
    Avantax Investment Services Inc.
    Powell, OH
  • 11/2023 → 09/2025
    Avantax Advisory Services
    Powell, OH
  • 11/2023 → 09/2025
    Avantax Insurance Agency, Llc
    Powell, OH
  • 09/2025 → Present
    Cetera Wealth Services, Llc
    Powell, OH
  • 09/2025 → Present
    Schaumburg, IL
Previous Registrations
  • 2023-11-01 → 2025-09-05
    Avantax Advisory Services
    Powell, OH
    Dallas, TX
  • 2022-08-19 → 2023-11-22
    Tampa, FL
    Powell, OH
Other Businesses

1) IGNYTE FINANCIAL LLC POSITION: FINANCIAL ADVISOR NATURE: WE PROVIDE FINANCAL PLANNING,INVESTMENT PLANNING,TAX PLANNING,ESTATE PLANNING RISK ANALYSIS SERVICES THROUGH THIS ENTITY INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 120 START DATE: 08/19/2022 ADDRESS: 3845 Attucks Dr, Powell OH 43065, United States DESCRIPTION: MEET WITH CLIENTS. REVIEW INVESTMENT PERFORMANCE. RETIREMENT PLANNING . LONG TERM CARE PLANNING. RISK ANYLASIS 2) DYNAMIC INVESTMENT HOLDINGS LLC POSITION: MEMBER NATURE: this llc will be used to pay for business related expenses INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 07/18/2022 ADDRESS: 1099 BAYBORO DR, NEW ALBANY OH 43054, United States DESCRIPTION: paying business related expenses, accounting, balancing accounts, reviewing expenses, allocating funds

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-04-29
S63 Uniform Securities Agent State Law Examination 2011-06-25
  • S66 Uniform Combined State Law Examination
    2022-04-29
  • S63 Uniform Securities Agent State Law Examination
    2011-06-25
Other Names
  • Daniel Stephen Moore
  • Daniel Moore

View on SEC IAPD

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