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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-11-28 |
Branch Locations
278 Beverly Road, Pittsburgh, PA 15216 • United States
Pittsburgh, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Avantax Investment Services, Inc. | Pittsburgh | PA | 06/2009 | 11/2023 |
| Thomas A. Geisler & Co., P.C. | Pittsburgh | PA | 09/2005 | Present |
| Avantax Advisory Services | Pittsburgh | PA | 06/2011 | 11/2023 |
| Avantax Insurance Agency, Llc | Pittsburgh | PA | 08/2015 | 11/2023 |
| Geisler & Company Financial Planning | Pittsburgh | PA | 11/2023 | Present |
| Commonwealth Financial Network | Waltham | MA | 11/2023 | Present |
1. Tax Preparation, Thomas A Geisler & Co P.C.; as of 05/31/2011; 35% of time spent during business hours; conducted at branch; Not investment related. 2. Fixed insurance sales; as of 11/30/2023; 10% of time spent during business hours; Conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-07-29 |
| S63 | Uniform Securities Agent State Law Examination | 2009-08-19 |
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