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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | 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. | Danville | KY | 06/2009 | 09/2025 |
| Mcdaniel Wealth Management Pllc | Danville | KY | 01/2009 | Present |
| Avanatax Advisory Services | Lancaster | KY | 10/2012 | 09/2025 |
| Mcdaniel Wealth Management Pllc | Danville | KY | 01/2009 | Present |
| Avnatax Insurance Agency, Inc. | Lancaster | KY | 02/2014 | Present |
| Humana | Louisville | KY | 04/2013 | Present |
| Shelter Insurance | Lancaster | KY | 01/2015 | Present |
| Cetera Wealth Services, Llc | Danville | KY | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
McDaniel Wealth Management PLLC~'NIR'~110 N. First~Danville~KY~40422~Tax Preparation/Accounting~Tax Preparation/Accounting~1/1/2009~160hrs~160hrs~daily operations of tax accounting practice| Shelter Insurance~'NIR'~115 Richmond Street~Lancaster~KY~40444~Insurance Agent~Insurance Sales Agent~1/1/2015~120hrs~120hrs~Sales and service of Property, Casualty and Life Insurance Products. No Investment and annuity products are offered.|
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-09-20 |
| S63 | Uniform Securities Agent State Law Examination | 2009-09-18 |
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