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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 |
| TX | RA | APPROVED | 2025-09-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ivana G. Liberatore | Canonsburg | PA | 01/1989 | Present |
| Rental Property | Canonsburg | PA | 01/1986 | Present |
| Avantax Investment Services, Inc. | Canonsburg | PA | 10/2004 | 09/2025 |
| Avantax Advisory Services | Canonsburg | PA | 01/2007 | 09/2025 |
| Avantax Insurance Agency, Llc. | Canonsburg | PA | 08/2016 | 09/2025 |
| Cetera Wealth Services, Llc | El Segundo | CA | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) Liberatore Rental Properties~'NIR'~1031 Fawn Valley Drive~Canonsburg~PA~15317~Rental Property Owner/Management~Owner/Sole Proprietor~1/1/1986~5hrs~0hrs~Show rental properties, do credit checks on applicants, cleaning, maintenance, pay bills. 2) Ivana G Liberatore CPA, CFP & Associates~'NIR'~222 East McMurray Road~McMurray~PA~15317~Tax Preparation/Accounting~Owner/Sole Proprietor~10/22/2004~20hrs~20hrs~Tax preparation, consulting 3) CASA WASHINGTON POSITION: Court Appointed Special Advocate Volunteer NATURE: I have been sworn in by the court of Washington County PA to be a child advocate for my assignment.I am sworn to gather information through court order and interview to make recommendations which are in the best interest of my assigned fosterchild.I am also on the board of directors, which is a different role, and previously disclosed. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 04/18/2024 ADDRESS: 382 West Chestnut Street, Suite 108B, Washington PA 15301, United States DESCRIPTION: I have been sworn in by the court of Washington County PA to be a child advocate for my assignment.I am sworn to gather information through court order and interview to make recommendations which are in the best interest of my assigned foster child, who has been neglected or abused.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-12-02 |
| S63 | Uniform Securities Agent State Law Examination | 2004-12-20 |
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