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Current Employers
Cetera Investment Advisers Llc

1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2025-09-05
SC RA APPROVED 2025-09-05
  • PA RA
    APPROVED
    Since 2025-09-05
  • SC RA
    APPROVED
    Since 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

Avantax Planning Partners, Inc.

210 Jones St Ste. 104, Dubuque, IA 52001 • United States

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2024-06-05
PA RA APPROVED 2022-10-11
  • SC RA
    APPROVED
    Since 2024-06-05
  • PA RA
    APPROVED
    Since 2022-10-11

Branch Locations

85 South Main Street Suite 202, Yardley, PA 19067 • United States

Awendaw, SC • United States

210 Jones St Ste. 104, Dubuque, IA 52001 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 07/2003 → Present
    G P Boyle & Associates, Pc
    Yardley, PA
  • 12/2007 → 09/2025
    Avantax Investment Services, Inc.
    Yardley, PA
  • 11/2008 → 09/2025
    Avantax Advisory Services
    Yardley, PA
  • 10/2022 → Present
    Avantax Planning Partners
    Yardley, PA
  • 11/2022 → Present
    Gw Tax And Accounting, Llc
    Awendaw, PA
  • 09/2025 → Present
    Cetera Wealth Services, Llc
    Yardley, PA
  • 09/2025 → Present
    Schaumburg, IL
Previous Registrations
  • 2008-11-19 → 2025-09-05
    Avantax Advisory Services
    Yardley, PA
    Yardley, PA
    Yardley, PA
    Awendaw, SC
Other Businesses

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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-02-13
S63 Uniform Securities Agent State Law Examination 1997-01-21
  • S66 Uniform Combined State Law Examination
    2008-02-13
  • S63 Uniform Securities Agent State Law Examination
    1997-01-21
Designations

View on SEC IAPD

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