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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-07-07 |
| PA | RA | APPROVED | 2025-09-05 |
Branch Locations
2200 Georgetown Drive Suite 202, Sewickley, PA 15143 • United States
Rogers, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mercadante And Company Pc | Conway | OH | 04/2017 | Present |
| Vista Window Company Llc | Warren | OH | 12/2008 | 03/2018 |
| Justin T Best Tax And Consulting Services Llc | Columbiana | OH | 02/2012 | 06/2019 |
| Avantax Advisory Services | Sewickley | PA | 07/2019 | 09/2025 |
| Avantax Investment Services, Inc. | Sewickley | PA | 08/2019 | 09/2025 |
| Window Depot Global, Llc | Youngstown | OH | 11/2012 | Present |
| Justin T Best Tax And Consulting Llc | Columbiana | OH | 02/2012 | Present |
| Avantax Insurance Agency, Llc | Sewickley | PA | 07/2020 | 09/2025 |
| Window Depot Of Indianapolis In, Llc | Columbiana | OH | 12/2021 | Present |
| Cetera Wealth Services, Llc | Sewickley | PA | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) Window Depot Global, LLC 7123 Tiffany Blvd~Youngstown~OH~44514~Board Position/Officer~Owner~11/1/2012~2hrs~2hrs~I am a passive owner, and sit on the Management Committee of the company. 2) Mercadante & Company PC 1121 11th Street~Conway~PA~15027~Accounting Services/Tax Preparation~Employee~7/8/2019~160hrs~130hrs~As a senior manager, my duties include preparation and review of tax returns prepared by the company. 3) WINDOW DEPOT OF INDIANAPOLIS IN, LLC POSITION: Member NATURE: This is an affiliate of another OBA (Window Depot Global, LLC). It is a home improvement company located in Indianapolis, IN. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 12/31/2021 ADDRESS: 106 Main St, Columbiana OH 44408, United States DESCRIPTION: Passive owner, vote on company issues as needed. 4) EHS OF LOUISVILLE, LLC POSITION: Member NATURE: Home remodeling INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 01/02/2024 ADDRESS: 108 S Maint St, Columbiana OH 44455, United States DESCRIPTION: Passive Owner/member 5) KRATSAS WEALTH MANAGEMENT POSITION: Associate Financial Advisor NATURE: This is the DBA for the wealth management business. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 40 START DATE: 11/15/2024 ADDRESS: 2200 Georgetown Drive, Suite 202, Sewickley PA 15143, United States DESCRIPTION: DBA name for wealth management business
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2019-11-15 |
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