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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 | 2024-03-21 |
| TX | RA | APPROVED | 2024-03-21 |
Branch Locations
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 |
|---|---|---|---|---|
| Investors Capital Corporation | Lynnfield | MA | 02/2008 | 10/2016 |
| Cetera Advisors Llc | Denver | CO | 10/2016 | Present |
| Antonchak Financial Advisors, Llc | Bethlehem | PA | 08/2023 | 09/2023 |
| Antonchak Financial, Llc | Bethlehem | PA | 10/2023 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 03/2024 | Present |
1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 08/24/2016; APX NUMBER OF HOURS PER WEEK: 2 HOURS; APX NUMBER OF HOURS DURING TRADING HOURS: VARIES; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, HEALTH, DISABILITY, ANNUITIES AND LONG TERM CARE. 2. NAME OF OTHER BUSINESS: B & D NORWICH LLC; INVESTMENT RELATED: NO; ADDRESS: 3 EAST NORTH STREET, BETHLEHEM, PA 18018; NATURE OF BUSINESS: REAL ESTATE HOLDING COMPANY; START DATE: 2004; POSITION/TITLE/RELATIONSHIP: OWNER/PRESIDENT; APX NUMBER OF HOURS PER WEEK: 1 HOUR; APX NUMBER OF HOURS DURING TRADING HOURS: VARIES; BRIEF DESCRIPTION OF DUTIES: MAINTAIN PROPERTY, SET UP RENTAL AGREEMENTS, PAY BILLS. 3. NAME OF OTHER BUSINESS: THE ANTONCHAK REVOCABLE TRUST; INVESTMENT RELATED: NO; ADDRESS: 1905 SW PALM CITY ROAD, STUART, FL 34994 NATURE OF BUSINESS: TRUST; START DATE: 1993; POSITION/TITLE/RELATIONSHIP: CONTINGENT TRUSTEE; APX NUMBER OF HOURS PER WEEK: LESS THAN 1 HOUR; APX NUMBER OF HOURS DURING TRADING HOURS: VARIES; BRIEF DESCRIPTION OF DUTIES: CONTINGENT TRUSTEE. 4. NAME OF OTHER BUSINESS: ANTONCHAK FINANCIAL, LLC; INVESTMENT RELATED: YES; ADDRESSSAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 09/2023; POSITION/TITLE/RELATIONSHIP: OWNER/FINANCIAL PROFESSIONAL; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-06-27 |
| S63 | Uniform Securities Agent State Law Examination | 1996-07-26 |
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