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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 |
|---|---|---|---|---|
| Avantax Investment Services, Inc. | Somerset | PA | 05/2009 | 09/2025 |
| Avantax Advisory Services | Somerset | PA | 05/2009 | 09/2025 |
| Avantax Insurance Agency, Llc | Somerset | PA | 09/2010 | 09/2025 |
| Cetera Wealth Services, Llc | Somerset | PA | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) Fisher Financial~10 Entrance Drive~Johnstown~PA~15905~Tax Preparation/Accounting~Tax Preparation/Accounting~1/2/2010~40hrs~20hrs~Tax preparer for Individuals, Businesses, Trust Returns, 5500's, 1099's and distribution forms. I spend 20 to 40 hours a month on taxes/accounting outside of tax season and 60 to 100 a month in tax season. 2) Other; Other; NIR; 03/17/2016; None - Marketing Name Only
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-09-12 |
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