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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
3907 Brookridge Dr., Mechanicsburg, PA 17055 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Avantax Investment Services, Inc. | Mechanicsburg | PA | 07/1993 | 09/2025 |
| Avantax Advisory Services | Mechanicsburg | PA | 08/1994 | 09/2025 |
| Avantax Insurance Agency Llc | Mechanicsburg | PA | 12/2016 | 09/2025 |
| Cetera Wealth Services, Llc | Mechanicsburg | PA | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) EDMUND A KLOSKE, JR POSITION: Consultant NATURE: Information Technology Consulting, I am a Certified Computer Professional, CCP as designated and certified by the Institute for Certification of Computer Professionals INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 11/05/2020 ADDRESS: 3907 Brookridge Drive, Mechanicsburg PA 17050, DESCRIPTION: Provide IT consulting services as requested by a client.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-06-29 |
| S63 | Uniform Securities Agent State Law Examination | 1993-10-08 |
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