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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-09-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Patrick Bullis Cpa | Holden | MA | 01/2002 | Present |
| Avantax Investment Services, Inc. | Holden | MA | 04/2010 | 09/2025 |
| Avantax Advisory Services | Holden | MA | 07/2010 | 09/2025 |
| Avantax Insurance Agency, Llc | Holden | MA | 12/2010 | 09/2025 |
| Cetera Wealth Services, Llc | Athol | MA | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) Patrick Bullis CPA~'NIR'~336 Shrewsbury St~Holden~MA~01520~Tax Preparation/Accounting~Owner/Sole Proprietor~1/1/2002~50hrs~0hrs~Acct, Bookkeeping, Tax Preparation, Payroll Services|
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-06-24 |
| S63 | Uniform Securities Agent State Law Examination | 2010-01-18 |
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