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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-09-05 |
| FL | RA | APPROVED | 2025-08-13 |
Branch Locations
2200 Georgetown Drive Suite 202, Sewickley, PA 15143 • United States
Parrish, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Avantax Investment Services, Inc. | Sewickley | PA | 06/2015 | 09/2025 |
| Mercadante & Company, Pc | Conway | PA | 12/2014 | Present |
| Avantax Advisory Services | Sewickley | PA | 02/2016 | 09/2025 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 07/2025 | Present |
| Cetera Wealth Services, Llc | Sewickley | PA | 09/2025 | Present |
| Cetera Investment Advisers Llc | Sewickley | PA | 09/2025 | Present |
1) Mercadante & Company, PC~'NIR'~1121 11th Street~Conway~PA~15027~Tax Preparation/Accounting~Partner/General Partner~12/1/2014~160hrs~120hrs~Providing tax prep,. accounting, payroll and bookkeeping services to clients| 2) KRATSAS WEALTH MANAGEMENT POSITION: Associate Financial Advisor NATURE: This is the DBA name for the Wealth Management business INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 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 | 2016-01-14 |
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