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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 | 2025-10-13 |
Branch Locations
210 Jones St Ste. 104, Dubuque, IA 52001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2022-09-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Longhi Financial | Tamaqua | PA | 10/2013 | 06/2019 |
| Avantax Investment Services, Inc. | Tamaqua | PA | 05/2017 | 09/2025 |
| Avantax Planning Partners Inc | Tamaqua | PA | 10/2021 | Present |
| Blue Mountain School District | Orwigsburg | PA | 01/2024 | Present |
| Cetera Wealth Services, Llc | Tamaqua | PA | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 10/2025 | Present |
BLUE MOUNTAIN SCHOOL DISTRICT POSITION: Volunteer/Aid/PTO Treasurer NATURE: Help with student events, Aid if theres a need for coverage, assist PTO with incoming and outgoing expenses. INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2024 ADDRESS: 685 Red Dale Rd, Orwigsburg PA 17961, United States DESCRIPTION: VolunteeringAiding when shortage if needed/availableAssisting the PTO with the expenses NAME OF OTHER BUSINESS: SIGNATURE SERVICES INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: NOTARY START DATE: 01/19/2026 POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: 4 APX NUMBER OF HOURS DURING TRADING HOURS: 3 BRIEF DESCRIPTION OF DUTIES: NOTARY SERVICES
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-09-02 |
| S63 | Uniform Securities Agent State Law Examination | 2017-10-07 |
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