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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-09-05 |
| TX | RA | APPROVED | 2025-09-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Avantax Investment Services, Inc. | Wall | NJ | 09/1991 | 09/2025 |
| Avantax Advisory Services | Wall | NJ | 08/1995 | 09/2025 |
| Bp Franchise Consultants Llc | Wall | NJ | 09/2014 | 07/2017 |
| Avantax Insurance Agency, Llc | Wall | NJ | 01/2019 | 09/2025 |
| Cetera Wealth Services, Llc | Neptune | NJ | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) Brendon Pierson, Inc.~1720 Route 34, P.O. Box 1750~Wall Twp~NJ~07719~Tax Preparation/Accounting~Owner/Sole Proprietor~9/30/2004~1hrs~1hrs~Owner. 2) KM STORAGE JV, LLC POSITION: Limited Partner NATURE: Self-Storage Facility. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 11/14/2024 ADDRESS: 4814 Outlook Drive, Suite 100, Wall NJ 07753, United States DESCRIPTION: NONE
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-08-02 |
| S63 | Uniform Securities Agent State Law Examination | 1994-12-28 |
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