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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2025-09-05 |
Branch Locations
424 Lewis Hargett Circle, Lexington, KY 40503 • United States
424 Lewis Hargett Circle, Lexington, KY 40503 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mcdaniel Wealth Management, Pllc | Danville | KY | 02/2009 | Present |
| Avantax Investment Services, Inc. | Danville | KY | 06/2011 | 09/2025 |
| Avantax Advisory Services | Danville | KY | 06/2012 | 09/2025 |
| Mcdaniel Wealth Management Pllc | Danville | KY | 02/2009 | Present |
| Avantax Insurance Agency And/Or Avantax Insurance Services | Danville | KY | 06/2015 | 09/2025 |
| Cetera Wealth Services, Llc | Lexington | KY | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) McDaniel Wealth Management PLLC~'IR'~213 W. Main Street~Danville~KY~40422~Accounting Services/Tax Preparation~Employee~2/1/2009~120hrs~90hrs~I am the non-owner director of tax and accounting services. I supervise staff, perform various tax, accounting and consulting services to our clients.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-10-19 |
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