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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-09-05 |
| WA | RA | APPROVED | 2025-09-05 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Offerman & Company | Puyallup | WA | 05/1993 | Present |
| Avantax Investment Services, Inc. | Bellevue | WA | 04/2002 | 09/2025 |
| Byzness Merchants | Bellevue | WA | 06/2016 | Present |
| Avantax Insurance Agency, Llc | Bellevue | WA | 07/2019 | 09/2025 |
| Avantax Advisory Services | Bellevue | WA | 03/2002 | 09/2025 |
| Cetera Wealth Services, Llc | Bellevue | WA | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) Byzness Merchants 2417 153rd Avenue SE~Bellevue~WA~98007~Other~Owner/Sole Proprietor~6/1/2016~20hrs~0hrs~Online Reseller - Amazon FBA
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-02-01 |
| S63 | Uniform Securities Agent State Law Examination | 1993-06-16 |
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