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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 |
|---|---|---|---|---|
| Steven Aberblatt Cpa, Cfp | Philadelphia | PA | 12/1991 | Present |
| Avantax Investment Services, | Philadelphia | PA | 11/1993 | 09/2025 |
| Avantax Advisory Services | Philadelphia | PA | 11/1996 | 09/2025 |
| Steven Aberblatt, Pc | Philadelphia | PA | 12/2009 | Present |
| Avantax Insurance Agency, Llc | Philadelphia | PA | 02/2007 | 09/2025 |
| Cetera Wealth Services, Llc | Philadelphia | PA | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) Steven Aberblatt, CPA, CFP 6820 Horrocks Street~Philadelphia~PA~19149~Independent Insurance Agent~Insurance Sales Agent~1/1/1992~5hrs~5hrs~Insurance Sales and service 2) STEVEN ABERBLATT, PC POSITION: Tax Preparation/Accounting NATURE: Tax Preparation/Accounting INVESTMENT RELATED: No NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 12/07/2009 ADDRESS: 6820 Horrocks Street, Philadelphia PA 19149, United States DESCRIPTION: CPA Firm
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-10-04 |
| S63 | Uniform Securities Agent State Law Examination | 1994-01-25 |
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