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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
328 S. Main St. 1St Floor Northside, New Hope, PA 18938 • United States
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 |
|---|---|---|---|---|
| Center For Financial Strategies, Llc | New Hope | PA | 09/1977 | Present |
| Avantax Investment Services, Inc. | New Hope | PA | 09/2010 | 09/2025 |
| Avantax Advisory Services | New Hope | PA | 09/2010 | 09/2025 |
| Avantax Insurance Agency, Llc | New Hope | PA | 09/2010 | 09/2025 |
| Cetera Wealth Services, Llc | New Hope | PA | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
Center for Financial Strategies, LLC~'NIR'~21 Hillside Lane~New Hope~PA~18938-1702~Tax Preparation/Accounting~Owner/Sole Proprietor~9/1/2010~160hrs~150hrs~Accounting, Bookkepping, Tax preparation and Payroll Services
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1995-10-11 |
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