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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 |
| SC | RA | APPROVED | 2025-09-05 |
Branch Locations
3022 S. Morgans Point Road #321, Mount Pleasant, SC 29466 • United States
85 South Main Street Suite 202, Yardley, PA 19067 • United States
210 Jones St Ste. 104, Dubuque, IA 52001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2024-06-05 |
| PA | RA | APPROVED | 2022-10-11 |
Branch Locations
85 South Main Street Suite 202, Yardley, PA 19067 • United States
210 Jones St Ste. 104, Dubuque, IA 52001 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| G P Boyle & Associates, Pc | Yardley | PA | 07/2003 | Present |
| Avantax Investment Services, Inc. | Yardley | PA | 12/2007 | 09/2025 |
| Avantax Advisory Services | Yardley | PA | 11/2008 | 09/2025 |
| Avantax Planning Partners | Yardley | PA | 10/2022 | Present |
| Gw Tax And Accounting, Llc | Awendaw | PA | 11/2022 | Present |
| Cetera Wealth Services, Llc | Yardley | PA | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) G P Boyle & Associates, PC~'NIR'~1051 Lindenhurst Road~Yardley~PA~19067~Tax Preparation/Accounting~President~1/1/2008~172hrs~140hrs~Tax and accounting advice and preparation 2) GW TAX AND ACCOUNTING, LLC POSITION: ACCOUNTANT NATURE: TAX PREPARATION. INVESTMENT RELATED: NO NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 50 START DATE: 11/01/2022 ADDRESS: 85 S MAIN STREET, SUITE 201, AWENDAW PA 19047, UNITED STATES DESCRIPTION: PREPARE PERSONAL AND BUSINESS TAX RETURNS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-02-13 |
| S63 | Uniform Securities Agent State Law Examination | 1997-01-21 |
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