Anna Grace Yoder

Current Employers

Employment History

• 05/2021 → Present
  Carpenter Financial Services
  Johnstown, PA
• 08/2022 → 09/2025
  Avantax Investment Services Inc
  Johnstown, PA
• 08/2015 → 05/2018
  Conemaugh Township Area High School
  Davidsville, PA
• 08/2018 → 05/2022
  The Ohio State University
  Columbus, OH
• 06/2018 → 07/2018
  Unemployed
  Davidsville, PA
• 03/2020 → 08/2020
  Lowe's Home Improvement
  Johnstown, PA
• 01/2025 → 09/2025
  Avantax Advisory Services
  Johnstown, PA
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Johnstown, PA
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2025-01-13 → 2025-09-05
  Avantax Advisory Services
  Johnstown, PA
  Dallas, TX

Other Businesses

CARPENTER FINANCIAL SERVICES POSITION: Administrative Assistant NATURE: Avantax is Carpenter Financial Services broker-dealer. I am employed by Carpenter Financial Services. CFS provides comprehensive wealth management services that include retirement planning, investment management, insurance planning, estate and legacy planning, education planning, and income tax preparation. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 05/04/2021 ADDRESS: 237 Johns Street, Suite 3, Johnstown PA 15901, United States DESCRIPTION: I process client forms, prepare for client appointments, manage client files, schedule client meetings, and support the lead advisors.

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-12-27
• S63 Uniform Securities Agent State Law Examination
  2024-03-08

Other Names

• Annie Tomb
• Anna Tomb
• Anna Yoder
• Anna Grace Tomb