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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-11-07 |
Branch Locations
1325 Mt Hermon Road Suite 16A, Salisbury, MD 21804 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Avantax Investment Services, Inc | Salisbury | MD | 07/2025 | 09/2025 |
| Avantax Advisory Services | Salisbury | MD | 07/2025 | 09/2025 |
| Kober & Company Pc | Salisbury | MD | 11/2007 | Present |
| Cetera Wealth Services, Llc | El Segundo | CA | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) KOBER & COMPANY PC POSITION: President NATURE: CPA public accounting Firm providing tax, accounting and bookkeeping services to individuals and small business. Tax planning and tax advice also provided. No attestation work performed regarding certified financial statements, Audits, Reviews, or Compilations. INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 11/13/2007 ADDRESS: 1325 MT HERMON ROAD, SUITE 16A, SALISBURY MD 21804, United States DESCRIPTION: Prepare and review tax returns for Individuals, Partnerships, LLCs, Corporations, and Estates or Trusts. Review employee monthly and quarterly accounting and bookkeeping services, and weekly, bi-weekly, and monthly payroll prepared for small business clients. Represent clients before the IRS and State jurisdictions to resolve tax issues. Interview and hire staff as needed. Design and plan online and offline marketing strategies for the Firm.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-11-07 |
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