Best Investors Account Sign in
Current Employers
Cetera Investment Advisers Llc

1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2025-09-05
TX RA APPROVED_RES 2025-09-05
  • IN RA
    APPROVED
    Since 2025-09-05
  • TX RA
    APPROVED_RES
    Since 2025-09-05

Branch Locations

408 S 9Th Street Ste 100, Noblesville, IN 46060 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Kemper Cpa Group, Llp Greenfiled IN 04/2019 05/2019
Blue & Co Llc Carmel IN 07/2015 04/2019
Avantax Investment Services, Inc. Noblesville IN 07/2020 09/2025
Avantax Advisory Services Noblesville IN 07/2020 09/2025
Petry Weatlh Management Noblesville IN 06/2020 Present
Daryl J. Petry, P.C Noblesville IN 06/2020 Present
Unemployed Noblesville TN 06/2019 05/2020
Cetera Wealth Services, Llc Noblesville IN 09/2025 Present
Cetera Investment Advisers Llc Schaumburg IL 09/2025 Present
  • 04/2019 → 05/2019
    Kemper Cpa Group, Llp
    Greenfiled, IN
  • 07/2015 → 04/2019
    Blue & Co Llc
    Carmel, IN
  • 07/2020 → 09/2025
    Avantax Investment Services, Inc.
    Noblesville, IN
  • 07/2020 → 09/2025
    Avantax Advisory Services
    Noblesville, IN
  • 06/2020 → Present
    Petry Weatlh Management
    Noblesville, IN
  • 06/2020 → Present
    Daryl J. Petry, P.C
    Noblesville, IN
  • 06/2019 → 05/2020
    Unemployed
    Noblesville, TN
  • 09/2025 → Present
    Cetera Wealth Services, Llc
    Noblesville, IN
  • 09/2025 → Present
    Schaumburg, IL
Previous Registrations
  • 2020-10-01 → 2025-09-05
    Avantax Advisory Services
    Noblesville, IN
Other Businesses

1) DARYL J. PETRY, P.C. POSITION: Employee NATURE: Provide accounting and tax services to individuals and small businesses. INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 65 START DATE: 06/29/2020 ADDRESS: 408 S 9th Street, Noblesville IN 46060, United States DESCRIPTION: Assisting clients with bookkeeping, preparation of individual income tax returns, preparation of business tax returns, responding to Federal and state correspondence, general office management. 2) PETRY WEALTH MANAGEMENT POSITION: Employee NATURE: Financial services firm offering financial products and services to individuals and business owners. All products and services conducted solely through Avantax. INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 65 START DATE: 06/29/2020 ADDRESS: 408 S 9th Street, Noblesville IN 46060, United States DESCRIPTION: Meeting/consulting with clients, answering calls and responding to prospect inquiries, general office management, assisting other advisors in financial planning for clients of Petry Wealth Management. 3)DARYL J. PETRY, INC. POSITION: Employee NATURE: Provide accounting and tax services to individuals and small businesses. INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 65 START DATE: 06/29/2020 ADDRESS: 408 S 9th Street, Noblesville IN 46060, United States DESCRIPTION: Assisting clients with bookkeeping, preparation of individual income tax returns, preparation of business tax returns, responding to Federal and state correspondence, general office management.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-10-01
  • S66 Uniform Combined State Law Examination
    2020-10-01

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Noblesville, IN

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor