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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 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Geci And Associates, Pc | Saint Marys | PA | 10/2020 | Present |
| Kpmg, Llp | Pittsburgh | PA | 09/2018 | 09/2020 |
| Geci And Assoicates, Pc | Saint Marys | PA | 02/2018 | 09/2018 |
| Don's Pizza | Saint Marys | PA | 12/2017 | 04/2018 |
| Kpmg, Llp | Pittsburgh | PA | 06/2017 | 08/2017 |
| Student | Saint Marys | PA | 06/2011 | 12/2017 |
| City Of Saint Marys | Saint Marys | PA | 06/2013 | 06/2017 |
| Eberly College Of Business And Information Technology | Indiana | PA | 09/2014 | 12/2017 |
| Avantax Investment Services Inc. | Saint Marys | PA | 11/2021 | 09/2025 |
| Avantax Advisory Services | Saint Marys | PA | 11/2021 | 09/2025 |
| Cetera Wealth Services, Llc | St Marys | PA | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) G&A FINANCIAL, LLC POSITION: Financial Advisor NATURE: G&A Financial, LLC is a single member LLC that our wealth management activities are branded through. INVESTMENT RELATED: Yes NUMBER OF HOURS: 60 SECURITIES TRADING HOURS: 60 START DATE: 02/01/2022 ADDRESS: 301 Brusselles St, St Marys PA 15857, United States DESCRIPTION: - meet with clients- financial planning- investment review-wealth and tax management 2)TROIA E PROVINGIA DI FOGGIA SOCIAL CLUB POSITION: Member NATURE: TROIA E PROVINGIA DI FOGGIA SOCIAL CLUB is a fraternalorganization that engages in the activity of holding group effort fundraisers and donating the proceeds to other charitable organizations and families in need. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 08/12/2021 ADDRESS: 1366 Rosely Road, St Marys PA 15857, United States DESCRIPTION: General member. Attend meetings and volunteer/participate in fundraisers such as chicken dinners and ravioli dinners in order to help families in need and other charitable organizations. 3) Geci and Associates, PC; CPA; Geci and Associates, PC provides accounting services to small to mid-size businesses, tax preparation and planning for individuals and small to mid-size business, as well as general business consulting.; IR; 130; 10/03/2020; 301 Brusselles St St Marys PA 15857; - Perform/review Monthly and Quarterly bookkeeping records for businesses.-Perform/Review quarterly and year end tax returns for businesses and individuals. - Compile and Review financials for business clients.-Advisory services for financial reporting software integration and training. - General business consulting for small to mid-size businesses.-Once licensed, provide investment advice, guidance, and products to clients.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-02-02 |
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