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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 | 2025-09-05 |
| TX | RA | APPROVED_RES | 2025-09-05 |
Branch Locations
6181 Mayfield Road, Mayfield Heights, OH 44124 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Avantax Investment Services, Inc. | Mayfield Village | OH | 10/2004 | 09/2025 |
| Avantax Advisory Services | Mayfiled Village | OH | 01/2005 | 09/2025 |
| Santagata Fini Llc | Mayfield Village | OH | 12/2010 | Present |
| Avantax Insurance Agency, Llc | Mayfield Village | OH | 12/2015 | 09/2025 |
| Laurence A. Santagata | Mayfield Village | OH | 01/2006 | Present |
| Cetera Wealth Services, Llc | Mayfield Village | OH | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
Laurence A. Santagata~'NIR'~6690 BETA DRIVE STE 300~MAYFIELD VILLAGE~OH~44143~Insurance Agent~Agent~1/1/2006~1hrs~1hrs~REFER HEALTH INSURANCE WORK TO OTHER AGENT|Santagata Fini, LLC~'NIR'~6690 Beta Drive, Suite 300~Mayfield Village~OH~44143~Accounting Services/Tax Preparation~Owner~12/29/2010~130hrs~115hrs~ACCOUNTING AND INCOME TAX PREPARATION|RIVERS EDGE HOA~'NIR'~2333 RIVERS EDGE DRIVE~WILLOUGHBY HILLS~OH~44094~Board Position/Officer~Other~1/1/2020~1hrs~0hrs~TREASURER - PAYING BILLS AND COLLECTING DUES FROM RESIDENTS ON BEHALF OF THE HOA|
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2004-12-09 |
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