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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-09-05 |
Branch Locations
4738 N Harlem Ave, Harwood Heights, IL 60706 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| A&R Taxpros Llc | Barrington | IL | 01/2010 | Present |
| The Bazaar Inc | River Grove | IL | 08/2015 | 12/2019 |
| Avantax Advisory Services | Harwood Heights | IL | 09/2021 | 09/2025 |
| Avantax Insurance Agency And/Or Avantax Insurance Services. | Harwood Heights | IL | 08/2022 | 09/2025 |
| Avantax Insurance Agency And/Or Avantax Insurance Services. | Harwood Heights | IL | 08/2022 | 09/2025 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) AVANTAX INSURANCE AGENCY AND/OR AVANTAX INSURANCE SERVICES. POSITION: rep NATURE: sell insurance through Avantax INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 08/23/2022 ADDRESS: 4738 N Harlem Ave, Harwood Heights IL 60706, United States DESCRIPTION: sell insurance through Avantax
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-01-07 |
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