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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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-08-14 |
| S63 | Uniform Securities Agent State Law Examination | 2008-06-30 |
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