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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 |
|---|---|---|---|---|
| Avantax Investment Services, Inc. | Johnsotown | PA | 08/2005 | 09/2025 |
| Avantax Advisory Services | Johnstown | PA | 11/2006 | 09/2025 |
| Avantax Insurance Agency, Llc | Johnstown | PA | 05/2016 | 09/2025 |
| Orlovsky Financial Services Llc | Johnstown | PA | 02/2019 | Present |
| Cetera Wealth Services, Llc | Johnstown | PA | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) ORLOVSKY FINANCIAL SERVICES LLC~1732 Scalp Avenue~Johnstown~PA~15904~Accounting Services/Tax Preparation~Employee~2/1/2019~40hrs~30hrs~Tax preparation and related duties. 2) PILE FINANCIAL SERVICES POSITION: Sub Rep NATURE: I am a sub rep of Pile Financial Services, which is the Branch office at my location. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 04/30/2010 ADDRESS: 1732 Scalp Avenue, Johnstown PA 15904, United States DESCRIPTION: My office is in the same physical office location as Pile Financial Services. I keep my own files and clients separate from Pile Financial Services.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-09-16 |
| S63 | Uniform Securities Agent State Law Examination | 2005-10-21 |
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