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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2026-03-09 |
| TX | RA | APPROVED_RES | 2025-09-05 |
| FL | RA | APPROVED | 2025-08-19 |
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 |
|---|---|---|---|---|
| Avantax Investment Services, Inc. | Lutz | FL | 11/1994 | 09/2025 |
| Avantax Advisory Services | Lutz | FL | 11/1997 | 09/2025 |
| Cardinale Financial Group, Llc | Lutz | FL | 06/2009 | Present |
| Avantax Insurance Agency, Llc | Lutz | FL | 02/2016 | 09/2025 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 07/2025 | Present |
| Cetera Wealth Services, Llc | Lutz | FL | 09/2025 | Present |
| Cetera Investment Advisers Llc | Lutz | FL | 09/2025 | Present |
1) Cardinale Financial Group, LLC 3914 Flatiron Loop, Suite 101~Wesley Chapel~FL~33544~Tax Preparation/Accounting~Owner/Sole Proprietor~6/1/2009~80hrs~60hrs~Managing, accounting, tax preparation 2) RENTAL PROPERTY POSITION: Owner NATURE: Rental residential real estate INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2025 ADDRESS: 3023 CORDOBA RANCH BLVD, LUTZ FL 33559 DESCRIPTION: Property repairs and maintenance, Tenant approval, Lease Agreement management, Accounting 3) Oak Ridge Professional Park Owners Assn, Inc.; Treasurer; Board Position/Officer; NIR; 2; 01/01/2019; 16630 N Dale Mabry Hwy Tampa FL 33618; Attending the annual meeting. Working with the management firm as the need arises regarding budget and administration matters.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-11-09 |
| S63 | Uniform Securities Agent State Law Examination | 1996-01-26 |
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