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Current Employers
Cetera Investment Advisers Llc

1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2025-09-05
  • PA RA
    APPROVED
    Since 2025-09-05

Branch Locations

321 Winners Circle, Canonsburg, PA 15317 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Mj Mortgage & Tax Services Inc Cannonsburg PA 06/2006 Present
Avantax Investment Services, Inc. Canonsburg VT 06/2008 09/2025
Avantax Advisory Services Canonsburg PA 08/2008 09/2025
Avantax Insurance Agency Llc Canonsburg VT 08/2016 09/2025
Cetera Wealth Services, Llc Canonsburg PA 09/2025 Present
Cetera Investment Advisers Llc Schaumburg IL 09/2025 Present
  • 06/2006 → Present
    Mj Mortgage & Tax Services Inc
    Cannonsburg, PA
  • 06/2008 → 09/2025
    Avantax Investment Services, Inc.
    Canonsburg, VT
  • 08/2008 → 09/2025
    Avantax Advisory Services
    Canonsburg, PA
  • 08/2016 → 09/2025
    Avantax Insurance Agency Llc
    Canonsburg, VT
  • 09/2025 → Present
    Cetera Wealth Services, Llc
    Canonsburg, PA
  • 09/2025 → Present
    Schaumburg, IL
Previous Registrations
  • 2008-08-22 → 2025-09-05
    Avantax Advisory Services
    Canonsburg, PA
Other Businesses

1) MJ Mortgage & Tax Services, Inc~321 Winners Circle~Canonsburg~PA~15317~Real Estate/Mortgage/Title Services/Appraisal~President~11/1/2006~180hrs~160hrs~included in initial reg...cp. 2) Meadowbrook Homeowners Association~P.O. Box 688~Canonsburg~PA~15317~Board Position/Officer~Other~11/26/2018~2hrs~2hrs~I will be on the board of directors and assist in the budgeting and governing of the association. 3) STEEL TOWN INVESTMENTS LLC~321 Winners Circle~Canonsburg~PA~15317~Rental Property~Owner~8/11/2011~0hrs~0hrs~Nothing just filing taxes returns showing no activity for it at all. 4) Rental Properties~321 Winners Circle~Canonsburg~PA~15317~Rental Property~Owner~8/18/2006~1hrs~1hrs~I manage and take care of the maintenance and up keep of our rental properties. 5) UNITED WAY OF WASHINGTON COUNTY POSITION: Board Member NATURE: Volunteer as a Board member of the local United Way in Washington County of Pennsylvania INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 08/01/2022 ADDRESS: 70 East Beau Street, Suite 400, Washington PA 15301, United States DESCRIPTION: attend and participate in meetings, notify when not available, maintain confidentiality, be informed, join a committee, participate actively in board and committee discussions, help raise funds, promote UWWC through professional and personal contacts, adhere to signing off on conflicts of interest and Code of Ethics, make recommendations for volunteers and board nominees, consider participating on the Community Impact Fund Panel, attend UWWC events, consider leadership board position, be attentive to other comments/concerns, ask questions, be educated with programs, assess board's performance, be accountable, and serve as an UWWC Ambassador in your role as a board of director.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-08-14
S63 Uniform Securities Agent State Law Examination 2008-06-30
  • S65 Uniform Investment Adviser Law Examination
    2008-08-14
  • S63 Uniform Securities Agent State Law Examination
    2008-06-30

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