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432 Security Blvd. Ste. 101, Green Bay, WI 54313-9709 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2021-07-13 |
Branch Locations
432 Security Blvd., Green Bay, WI 54313 • UNITED STATES
330 Boston Road Ste 12, North Billerica, MA 01862 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Avantax Investment Services, Inc. | North Billerica | MA | 07/1992 | 05/2021 |
| Avantax Advisory Services | North Billerica | MA | 07/1993 | 05/2021 |
| Packerland Brokerage Services | Green Bay | WI | 05/2021 | Present |
Warren B Baum~'NIR'~330 Boston Rd Ste 12~North Billerica~MA~01862~Professional Services - Business/Individual~Owner/Sole Proprietor~12/1/1996~160hrs~+ Attorney, Tax Prep/Accounting, Legal
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1992-09-02 |
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