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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-09-05 |
Branch Locations
3312 Paper Mill Road Suite 101, Phoenix, MD 21131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Avantax Investment Services, Inc. | Fallston | MD | 09/2015 | 09/2025 |
| Brusak And Associates, Llc | Fallston | MD | 01/2012 | 12/2021 |
| Johns Hopkins University | Nottingham | MD | 05/2011 | 07/2020 |
| Avantax Advisory Services | Fallston | MD | 05/2016 | 09/2025 |
| Wegeler And Winter Cpas | Fallston | MD | 09/2015 | 12/2021 |
| Avantax Insurance Agency, Llc | Fallston | MD | 12/2017 | 09/2025 |
| Bluemount Financial, Llc | Fallston | MD | 01/2022 | Present |
| Cetera Wealth Services, Llc | Phoenix | MD | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) BLUEMOUNT FINANCIAL, LLC POSITION: Owner NATURE: CPA Firm INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 01/01/2022 ADDRESS: 1810 Bel Air Road, Suite 202, Fallston MD 21047, United States DESCRIPTION: Tax Preparation, Accounting, Payroll, Bookkeeping, Sales tax
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-07-23 |
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