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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-06-24 |
| PA | RA | APPROVED | 2021-08-27 |
Branch Locations
301 Oxford Valley Rd. Ste. 703A, Yardley, PA 19067 • United States
Levittown, PA • United States
Tupper Lake, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| M. Jay Kapolka Cpa | Yardley | PA | 09/1991 | Present |
| Avantax Investment Services, Inc. | Yardley | PA | 06/1996 | 08/2021 |
| Avantax Advisory Services | Yardley | PA | 03/1998 | 08/2021 |
| Avantax Insurance Agency Llc | Yardley | PA | 01/1999 | 08/2021 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 08/2021 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 08/2021 | Present |
1) KEYSTONE FLY ROD COMPANY, OWNER, 301 OXFORD VALLEY ROAD, STE 703A, YARLEY, PA, 01/01/2010, NIR, 2 HR/MO- 0/TRADING HR. Guiding Fly Fishing and Fly Casting Instruction 2) KAPOLKA & DEMKO, LLC, 301 OXFORD VALLEY RD, STE 703A, YARDLEY PA 19067, PARTNER, 08/2021, INSURANCE BENEFITS/HUMAN RESOURCES, IR 4 HRS/MONTHLY - 4 HRS/MONTHLY TRADING 3) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA, INV REL, 80 HR/MO - 40 HR/MO TRADING. 08/27/2021 4) Upper Saranac Lake Association, PO Box 872 Saranac Lake, NY 12986, 08/15/2006, Treasurer, NIR, 5 HR/MO - 0 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1995-08-15 |
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