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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-09-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Brendon Pierson, Inc | Wall | NJ | 11/2010 | Present |
| Avantax Investment Services, Inc. | Wall | NJ | 02/2012 | 09/2025 |
| Avantax Advisory Services | Wall | NJ | 07/2014 | 09/2025 |
| Avantax Insurance Agency And/Or Avantax Insurance Services | Neptune | NJ | 09/2018 | 09/2025 |
| Cetera Wealth Services, Llc | Neptune | NJ | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) Brendon Pierson, Inc.~'NIR'~1720 Route 34~Wall~NJ~07719~Other~Other~11/20/2010~160hrs~20hrs~Assist with tax preparation/accounting paperwork| 2) OLIVESCHEESE 5 LLC POSITION: Member NATURE: LLC to hold investments. Account is held with Avantax. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2024 ADDRESS: 4814 Outlook Drive, Suite 100, Wall NJ 07753, United States DESCRIPTION: None.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-04-28 |
| S63 | Uniform Securities Agent State Law Examination | 2012-06-08 |
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