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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-09-05 |
Branch Locations
2200 Georgetown Dr Suite 202, Sewickley, PA 15143 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mercadante & Company, P.C. | Sewickley | PA | 02/2013 | 11/2021 |
| Avantax Investment Services, Inc. | Sewickley | PA | 06/2013 | 11/2021 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 11/2021 | 08/2024 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 01/2023 | 08/2024 |
| Mercadante & Company, P.C. | Sewickley | PA | 08/2024 | Present |
| Avantax Investment Services Inc | Sewickley | PA | 08/2024 | 09/2025 |
| Avantax Advisory Services | Sewickley | PA | 08/2024 | 09/2025 |
| Avantax Insurance Agency | Sewickley | PA | 08/2024 | 09/2025 |
| Pustover Financial Services | Imperial | PA | 11/2021 | 08/2024 |
| Cetera Wealth Services, Llc | Sewickley | PA | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) KRATSAS WEALTH MANAGEMENT POSITION: Associate Financial Advisor NATURE: This is the DBA name for the Wealth Management business. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 11/15/2024 ADDRESS: 2200 Georgetown Drive, Suite 202, Sewickley PA 15143, United States DESCRIPTION: DBA name for Wealth Management business 2) MERCADANTE & COMPANY, PC POSITION: Senior Tax Manager NATURE: My responsibilities will include tax planning, preparation, and checking income tax returns prepared by the company. I also provide consultation on tax matters to clients and the company.This is an entity through which I will provide tax and Avantax Wealth Management services. Tax services, accounting services, investment guidance and products, etc? INVESTMENT RELATED: Yes NUMBER OF HOURS: 130 SECURITIES TRADING HOURS: 100 START DATE: 09/03/2024 ADDRESS: 2200 Georgetown Drive, Suite 202, Sewickley PA 15143, United States DESCRIPTION: Prepare, tax plan, and check income tax returns (individual, trust, estate, gift, and business). Provide consultationon tax matters to clients and coworkers.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2015-07-24 |
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