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Current Employers
Cetera Investment Advisers Llc

1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2025-09-05
  • NC RA
    APPROVED
    Since 2025-09-05

Branch Locations

547 Keisler Drive Suite 102, Cary, NC 27526 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 11/2011 → 09/2025
    Avantax Investment Services, Inc.
    Cary, NC
  • 11/2011 → 09/2025
    Avantax Advisory Services
    Cary, NC
  • 11/2011 → Present
    Mele A Perrego
    Cary, NC
  • 05/2010 → 06/2017
    F-V United Methodist Church
    Fuquay Varina, NC
  • 11/2011 → Present
    Mele A Perrego
    Cary, NC
  • 10/2012 → Present
    Drapkin Financial Services, Llc
    Cary, NC
  • 04/2019 → 09/2025
    Avantax Insurance Agency, Llc
    Cary, NC
  • 10/2024 → Present
    North Home Remodeling Llc
    Fuquay Varina, NC
  • 09/2025 → Present
    Cetera Wealth Services, Llc
    Cary, NC
  • 09/2025 → Present
    Schaumburg, IL
Previous Registrations
  • 2012-02-02 → 2025-09-05
    Avantax Advisory Services
    Cary, NC
  • 2009-08-03 → 2011-10-07
    St Louis, MO
    Raleigh, NC
Other Businesses

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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-08-01
  • S66 Uniform Combined State Law Examination
    2009-08-01
Other Names
  • Toni Leigh Silversides
  • Toni Drapkin

View on SEC IAPD

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