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Current Employers
Cetera Investment Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-01-06
MD RA APPROVED 2025-09-05
  • TX RA
    APPROVED_RES
    Since 2026-01-06
  • MD RA
    APPROVED
    Since 2025-09-05

Branch Locations

21945 Three Notch Rd Suite 106, Lexington Park, MD 20653 • 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
Karen E. Price Financial Management Llc Lexington Park MD 02/2017 Present
Nicolletti's Pizza Lexington Park MD 08/2016 01/2017
Saint Mary's Ryken High School Leonardtown MD 08/2013 05/2017
Saint Mary's College Saint Mary's City MD 08/2017 05/2021
Avantax Investment Services, Inc Lexington Park MD 10/2021 09/2025
Avantax Advisory Services Lexington Park MD 02/2022 09/2025
Cetera Wealth Services, Llc Lexington Park MD 09/2025 Present
Cetera Investment Advisers Llc Schaumburg IL 09/2025 Present
  • 02/2017 → Present
    Karen E. Price Financial Management Llc
    Lexington Park, MD
  • 08/2016 → 01/2017
    Nicolletti's Pizza
    Lexington Park, MD
  • 08/2013 → 05/2017
    Saint Mary's Ryken High School
    Leonardtown, MD
  • 08/2017 → 05/2021
    Saint Mary's College
    Saint Mary's City, MD
  • 10/2021 → 09/2025
    Avantax Investment Services, Inc
    Lexington Park, MD
  • 02/2022 → 09/2025
    Avantax Advisory Services
    Lexington Park, MD
  • 09/2025 → Present
    Cetera Wealth Services, Llc
    Lexington Park, MD
  • 09/2025 → Present
    Schaumburg, IL
Previous Registrations
  • 2022-02-16 → 2025-09-05
    Avantax Advisory Services
    Lexington Park, MD
Other Businesses

1) PALMIERI FINANCIAL SERVICES, LLC POSITION: Owner NATURE: I will provide financial services such as advisory, broker, and general financial planning. INVESTMENT RELATED: Yes NUMBER OF HOURS: 150 SECURITIES TRADING HOURS: 120 START DATE: 11/15/2022 ADDRESS: 21945 Three Notch Rd, Suite 106, Lexington Park MD 20653, United States DESCRIPTION: I will meet with clients, discuss their financial position, make recommendations, implement courses of action, and reconnect regularly to ensure their plans are up-to-date and their present course is appropriate. 2)"Karen E. Price Financial Management LLC; Tax Professional; Prepare individual and small business tax returns, offer tax advice and financial strategy and consultations; IR; 100; 02/01/2017; 21945 Three Notch Rd Lexington Park MD 20653; Ensure clients pay the least amount of tax possible in their given circumstances. Secure their information once under out possession. Verify the IRS and the state of Maryland receive and process their returns without incident.  Rectify any errors made on the tax return by filing an amended return. Dishes. I will provide financial advice once I am licensed. "

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-02-04
  • S66 Uniform Combined State Law Examination
    2022-02-04
Other Names
  • Ryan C Palmieri
  • Ryan Palmieri

View on SEC IAPD

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