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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
101 Decatur Drive 1St Floor, Butler, PA 16002 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hefren-Tillotson, Inc. | Pittsburgh | PA | 01/2008 | 05/2022 |
| Avantax Investment Services, Inc. | Butler | PA | 05/2022 | 09/2025 |
| Avantax Advisory Services | Butler | PA | 05/2022 | 09/2025 |
| Avantax Insurance Agency, Llc. | Butler | PA | 05/2022 | 09/2025 |
| Equity Index Annuity | Butler | PA | 05/2025 | Present |
| Cetera Wealth Services, Llc | Butler | PA | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
| Fraser Wealthcare | Butler | PA | 06/2023 | Present |
1) NAME OF OTHER BUSINESS: FRASER WEALTHCARE; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 06/2023; POSITION/TITLE/RELATIONSHIP: OWNER/FINANCIAL PROFESSIONAL; APX NUMBER OF HOURS PER WEEK: 50; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES AND INSURANCE SERVICES;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-05-21 |
| S63 | Uniform Securities Agent State Law Examination | 1996-04-01 |
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