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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-09-05 |
Branch Locations
201 West Padonia Road Suite 600, Timonium, MD 21093-2115 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Weil Akman Baylin & Coleman, P.A. | Timonium | MD | 12/1988 | Present |
| 1St Global Advisors | Timonium | MD | 03/2012 | 10/2019 |
| 1St Global Capital Corp | Timonium | MD | 03/2012 | 10/2019 |
| Avantax Insurance Services, Inc. | Timonium | MD | 03/2012 | 09/2025 |
| Avantax Advisory Services | Timonium | MD | 10/2019 | 09/2025 |
| Avantax Investment Services, Inc. | Timonium | MD | 10/2019 | 09/2025 |
| Cetera Wealth Services, Llc | Timonium | MD | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) WABC WEALTH MANAGEMENT SERVICES POSITION: REFERRING FA NATURE: WEALTH MANAGEMENT INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2012 ADDRESS: , Timonium MD 21093, United States DESCRIPTION: Advisor 2) WABC 401K PLAN POSITION: Trustee NATURE: 401k Trustee INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2018 ADDRESS: 201 W Padonia Road, Timonium MD 21093, United States DESCRIPTION: Review plan with Jason Costner @ 1st Global
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-11-21 |
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