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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-09-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Self-Employed | Pittsburgh | PA | 01/1976 | Present |
| Avantax Investment Services, Inc. | Pittsburgh | PA | 09/1992 | 09/2025 |
| Avantax Advisory Services | Pittsburgh | PA | 09/2003 | 09/2025 |
| Avantax Insurance Agency, Llc | Pittsburgh | PA | 09/2015 | 09/2025 |
| Cetera Wealth Services, Llc | Pittsburgh | PA | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) Robert W. Cowan, EA~'NIR'~2140 Ardmore Blvd~Pittsburgh~PA~15221~Tax Preparation/Accounting~Owner/Sole Proprietor~10/1/1987~120hrs~120hrs~provide client service manage practice|
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-07-14 |
| S63 | Uniform Securities Agent State Law Examination | 1992-10-02 |
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