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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
645 E. Pittsburgh Street #116, Greensburg, PA 15601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kapetan Meyers Rosen Louik & Raizman, Pc | Pittsburgh | PA | 02/1990 | Present |
| Metro Real Estate Services | Greensburg | PA | 03/1997 | Present |
| Avantax Investment Services, Inc. | Latrobe | PA | 03/2006 | 09/2025 |
| Avantax Insurance Agency, Llc | Latrobe | PA | 07/2018 | 09/2025 |
| Cetera Wealth Services, Llc | Greensburg | PA | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) GBU LIFE~'NIR'~4254 CLAIRTON BLVD~PITTSBURGH~PA~15227-3394~Independent Insurance Agent~Insurance Sales Agent~6/27/2011~1hrs~0hrs~fixed annuity 2) Nsslife Insurance~'NIR'~351 Valley Brook Rd~McMurray~PA~15317~Independent Insurance Agent~Insurance Sales Agent~2/1/2009~1hrs~0hrs~fixed annuity
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-04-27 |
| S63 | Uniform Securities Agent State Law Examination | 1996-02-15 |
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