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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2025-09-05 |
| TX | RA | APPROVED_RES | 2025-09-05 |
Branch Locations
408 S 9Th Street Ste 100, Noblesville, IN 46060 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-10-01 |
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