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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-09-05 |
Branch Locations
841 Apollo St Suite 475, El Segundo, CA 90245 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Avantax Investment Services, Inc. | Manhattan Beach | CA | 05/2013 | 09/2025 |
| Pitchess & Pitchess | Manhattan Beach | CA | 01/2005 | Present |
| Avantax Advisory Services | Manhattan Beach | CA | 02/2017 | 09/2025 |
| Cetera Wealth Services, Llc | El Segundo | CA | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) PITCHESS & PITCHESS POSITION: Tax Preparation/Accounting NATURE: Tax Preparation/Accounting INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 120 START DATE: 01/01/2005 ADDRESS: 1334 Park View Ave, Ste 250, Manhattan Beach CA 90266, United States DESCRIPTION: Tax and accounting services.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-02-06 |
| S63 | Uniform Securities Agent State Law Examination | 2014-07-12 |
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