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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2025-09-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Avantax Investment Services, Inc. | Gresham | OR | 06/2011 | 09/2025 |
| Avantax Advisory Services | Gresham | OR | 09/2012 | 09/2025 |
| Jason Nagle Pc | Gresham | OR | 10/2019 | Present |
| Avantax Insurance Agency, Llc | Gresham | OR | 09/2020 | 09/2025 |
| Cetera Wealth Services, Llc | Gresham | OR | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) Jason Nagle PC151 SE 223rd Ave. Gresham OR 97030~Accounting Services/Tax Preparation~Owner~10/28/2019~130hrs~130hrs~Tax planning and tax preparation. 2) NAME OF OTHER BUSINESS: THE CHURCH OF JESUS CHRIST OF LATTER DAY SAINTS ; INVESTMENT RELATED: NO ADDRESS: 1515 SW CHERRY PARK RD, TROUTDALE, OR 97060; NATURE OF BUSINESS:CHURCH ; START DATE: 7/19/2026 ; POSITION/TITLE/RELATIONSHIP: CLERK ; APX NUMBER OF HRS PER WEEK: 3 ; APX NUMBER OF HRS DURING TRADING HOURS: 0 ; BRIEF DESCRIPTION OF DUTIES: KEEP MINUTES, MEM RECORDS, ASSIT FINANCIAL CLERK, RECORD DONATIONS, AND BALANCE CK BOOK;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-11-18 |
| S63 | Uniform Securities Agent State Law Examination | 2011-09-07 |
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