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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-09-05 |
Branch Locations
19844 Blackfoot Dr, Clinton Township, MI 48038 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kopchick & Company, Pc | Troy | MI | 01/2002 | Present |
| Avantax Investment Services, Inc. | Troy | MI | 09/2009 | 09/2025 |
| Avantax Advisory Services | Troy | MI | 02/2015 | 09/2025 |
| Cetera Wealth Services, Llc | Troy | MI | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
Condo - Rental~'NIR'~45511 Heather Ridge Dr~Macomb~MI~48044~Real Estate~Owner/Sole Proprietor~4/1/2013~0hrs~0hrs~Landlord|KCO Financial Services~'NIR'~5700 Crooks Rd, Ste 440~Troy~MI~48098~Accounting/Bookkeeping (No Tax Preparation)~Tax Preparation/Accounting~11/1/2011~8hrs~8hrs~Tax planning & preparation KOPCHICK & COMPANY, P.C. POSITION: Partner NATURE: Tax and Accounting Practice INVESTMENT RELATED: No NUMBER OF HOURS: 180 SECURITIES TRADING HOURS: 130 START DATE: 07/01/2021 ADDRESS: 5700 Crooks, Suite 440, Troy MI 48098, United States DESCRIPTION: Partner - OwnerGeneral tax and accounting
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-01-07 |
| S66 | Uniform Combined State Law Examination | 2010-01-06 |
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