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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-09-05 |
| TX | RA | APPROVED_RES | 2025-09-05 |
Branch Locations
10500 Little Patuxent Pkwy 50 Corporate Center Suite 640, Columbia, MD 21044 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Avantax Investment Services, Inc. | Columbia | MD | 08/1995 | 09/2025 |
| Avantax Advisory Services | Columbia | MD | 03/1996 | 09/2025 |
| The Hutt & Co Llc | Columbia | MD | 08/1983 | Present |
| Onyx Asset & Wealth Management Llc | Columbia | MD | 03/2010 | Present |
| Avantax Insurance Agency And/Or Avantax Insurance Services | Columbia | MD | 09/1998 | 09/2025 |
| Cetera Wealth Services, Llc | Columbia | MD | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) Celebration Community Development Corporation~6080 Foreland Garth~Columbia~MD~21045~Nonprofit~Treasurer/Comptroller~7/1/2013~1hrs~0hrs~Assistance in annual filings 2) Onyx Asset; Wealth Management, LLC~10500 Little Patuxent Pkwy. #640~Columbia~MD~21044~Business/Management Consulting~Owner/Sole Proprietor~3/10/2010~20hrs~20hrs~wealth management consulting 3) The Hutt & Co., LLC~10500 Little Patuxent Pkwy, #640~Columbia~MD~21044~Tax Preparation/Accounting~Accountant/Bookkeeper~8/1/1983~128hrs~128hrs~Accounting & Tax Services 4) CHRISTIAN JAIL MINISTRY,INC. POSITION: Board Member NATURE: Non profit; chaplin and ministry INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2024 ADDRESS: PO Box 6037, Columbia MD 21044, United States DESCRIPTION: Board oversight on nonprofit organization 5) NATIONAL CHILDREN'S CENTER, INC.; POSITION: Board Trustee Member NATURE: Organization provides support services for intellectually and physically disabled adults and children. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 03/24/2022; 3700 Martin Luther King Jr. Ave., SE, Washington DC 20032, US; Board member oversight of operations and support of organization's mission.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1997-07-22 |
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