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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | 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. | Cary | NC | 11/2011 | 09/2025 |
| Avantax Advisory Services | Cary | NC | 11/2011 | 09/2025 |
| Mele A Perrego | Cary | NC | 11/2011 | Present |
| F-V United Methodist Church | Fuquay Varina | NC | 05/2010 | 06/2017 |
| Mele A Perrego | Cary | NC | 11/2011 | Present |
| Drapkin Financial Services, Llc | Cary | NC | 10/2012 | Present |
| Avantax Insurance Agency, Llc | Cary | NC | 04/2019 | 09/2025 |
| North Home Remodeling Llc | Fuquay Varina | NC | 10/2024 | Present |
| Cetera Wealth Services, Llc | Cary | NC | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) Drapkin Financial Services, LLC~'IR'~106 S Lombard Street Suite 103~Clayton~NC~27520~Other~Owner~10/1/2012~160hrs~130hrs~Meet with clients, buy and sell investment products on behalf of clients 2) Mele A Perrego~'NIR'~106 S. Lombard Street, Suite 103~Clayton~NC~27528~Accounting Services/Tax Preparation~Employee~11/1/2011~15hrs~10hrs~Answer phone, scheduled appointments, input tax data into tax program 3) NORTH HOME REMODELING LLC POSITION: Office Admin NATURE: General office work. INVESTMENT RELATED: No NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2024 ADDRESS: 300 Judd Place, Fuquay Varina NC 27526, United States DESCRIPTION: Clerical work for construction company.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-08-01 |
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