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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-09-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pemco Corporation | Bluefield | VA | 06/2009 | 12/2016 |
| Avantax Investment Services, Inc. | Bluefield | VA | 06/2013 | 09/2025 |
| Jody L. Deel Cpa, Pllc | Bluefield | VA | 02/2010 | Present |
| Avantax Advisory Services | Bluefield | VA | 02/2014 | 09/2025 |
| Bluefield | Bluefield | VA | 08/2015 | Present |
| Deel Financial Pllc | Bluefiled | VA | 02/2010 | Present |
| Deel Financial, Pllc | Roanoke | VA | 07/2019 | Present |
| Cetera Wealth Services, Llc | Bluefield | VA | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) Deel Financial, PLLC 321 Brierwood Drive~Bluefield~VA~24605~Tax Preparation/Accounting~Owner/Sole Proprietor~2/1/2010~30hrs~10hrs~Accounting, Bookkeeping, Tax Preparation, Tax Planning, Payroll 2) Deel Financial, PLLC 114 Day Ave, SW~Roanoke~VA~24016~Accounting Services/Tax Preparation~Owner~7/9/2019~30hrs~30hrs~Reviewing tax returns, monthly bookkeeping, etc.| 3) ABEL PREGNANCY RESOURCE CENTER POSITION: Board Member/Treasurer NATURE: Medical clinic for those facing unplanned pregnancies. INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2022 ADDRESS: 201 Sylvia Lane, Bluefield WV 24701, United States DESCRIPTION: Board member & treasurer 4) THE 315 COMPANY POSITION: Board Member, Treasurer NATURE: Faith based entertainment company producing various stage, film & television productions. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 02/14/2023 ADDRESS: 2701 Bland Rd, Bluefield WV 24701, United States DESCRIPTION: Help plan, promote and execute various productions. Act as Treasurer for the organization.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-01-27 |
| S63 | Uniform Securities Agent State Law Examination | 2013-09-03 |
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