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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-09-05 |
Branch Locations
10461 Mill Run Circle Suite 720, Owings Mills, MD 21117 • United States
Cockeysville, MD • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Avantax Investment Services, Inc. | Owings Mills | MD | 03/2015 | 09/2025 |
| Avantax Advisory Services | Owings Mills | MD | 07/2015 | 09/2025 |
| Zag Consulting Group, Llc | Owings Mills | MD | 02/2022 | Present |
| Cetera Wealth Services, Llc | Owings Mills | MD | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) REXTAR, LLC POSITION: CFO (Contract) NATURE: Market place for residential real estate. CFO duties - prepare financial statements, prepare tax returns, meetings to discuss finances, and other related things. INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2022 ADDRESS: 10461 Mill Run Circle, Suite 720, Owings Mills MD 21117, United States DESCRIPTION: 1. Prepare financial statements2. Prepare bank reconciliations3. Prepare budgets4. Participate in meetings related to finance/accounting issues5. Prepare tax returns6. Provide accounting and bookkeeping services 2) HMW HOLDING MARYLAND, LLC POSITION: CFO NATURE: The holding company wholly owns:1. Hamilton Medical & Assoc, LLC2. Healing Mind Wellness, LLC3. Healing Mind Wellness of PG, LLCAll companies provide either mental health services and/or primary healthcare services. INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 12/04/2019 ADDRESS: 124 Slade Avenue, Suite 101, Baltimore MD 21208, United States DESCRIPTION: 1. Prepare financial statements, when applicable2. Prepare budgets3. Participate in meetings related to finance/accounting issues4. Prepare tax returns5. Provide accounting and bookkeeping services, when applicable 3) E SQUARED TOSKOV, LLC POSITION: Accountant NATURE: Dumpster business. Drop off and pick up dumpsters. Also company is beginning to do concrete work. As of now, all jobs are residential. The company owns a truck and several dumpsters. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 10/31/2021 ADDRESS: 10461 Mill Run Circle, Suite 720, Owings Mills MD 21117, United States DESCRIPTION: 1. Prepare financial statements, when applicable2. Prepare budgets3. Participate in meetings related to finance/accounting issues4. Prepare tax returns5. Provide accounting and bookkeeping services, when applicable 4) VLADISLAV ZAGRANICHNY, CPA, PA POSITION: President NATURE: Accounting and tax services INVESTMENT RELATED: No NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 8 START DATE: 10/10/2000 ADDRESS: 10461 Mill Run Circle, Suite 720, Owings Mills MD 21117, United States DESCRIPTION: Tax Professional 5) ZAG CONSULTING GROUP, LLC POSITION: President NATURE: This is the CPA practice that supersedes Berkman-Zagranichny & Associates CPAs. INVESTMENT RELATED: No NUMBER OF HOURS: 175 SECURITIES TRADING HOURS: 130 START DATE: 02/01/2022 ADDRESS: 10461 Mill Run Circle, Suite 720, Owings Mills MD 21117, United States DESCRIPTION: I am the President. I am also the manage and supervisor. We provide accounting and tax services. 6) ARLINGTON SQUARE GROUP, LLC POSITION: Partner/General Partner NATURE: Real Estate INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2016 ADDRESS: 10461 Mill Run Circle, Suite 720, Owings Mills MD 21117, United States DESCRIPTION: Minimal Accounting & tax return 7) CLEARVIEW REAL ESTATE, LLC POSITION: Managing Member NATURE: Real Estate INVESTMENT RELATED: Yes NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 11/10/2014 ADDRESS: 10461 Mill Run Circle, Suite 720, Owings Mills MD 21117, United States; DESCRIPTION: Rent residential real estate 8)ZAG CONSULTING GROUP, LLC POSITION: President NATURE: This is the CPA practice that supersedes Berkman-Zagranichny & Associates CPAs. INVESTMENT RELATED: No NUMBER OF HOURS: 175 SECURITIES TRADING HOURS: 130 START DATE: 02/01/2022 ADDRESS: 10461 Mill Run Circle, Suite 720, Owings Mills MD 21117, United States DESCRIPTION: President, I also the manage and supervise. We provide accounting and tax services.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2015-07-08 |
| S65 | Uniform Investment Adviser Law Examination | 2014-07-14 |
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