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210 Jones St Ste. 104, Dubuque, IA 52001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-08-09 |
| PA | RA | APPROVED | 2024-02-05 |
Branch Locations
310 Seven Fields Blvd Suite 161, Seven Fields, PA 16046 • United States
210 Jones St Ste. 104, Dubuque, IA 52001 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Scottrade, Inc. | Wexford | PA | 07/2016 | 03/2018 |
| Unemployed | Cranberry Township | PA | 03/2018 | 08/2018 |
| Morgan Stanley Smith Barney Llc | Sewickley | PA | 08/2018 | 08/2021 |
| Stratos Wealth Advisors, Llc | Seven Fields | PA | 08/2021 | 02/2024 |
| Avantax Planning Partners, Inc. | Seven Fields | PA | 02/2021 | Present |
| Avantax Investment Services, Inc. | Seven Fields | PA | 02/2024 | 09/2025 |
| Beadling Scs Soccer | Freedom | PA | 08/2024 | Present |
| Avantax Insurance Agency And/Or Avantax Insurance Services. | Seven Fields | PA | 05/2024 | 09/2025 |
| Cetera Wealth Services, Llc | Seven Fields | PA | 09/2025 | Present |
1)BEADLING SCS SOCCER POSITION: Assistant Coach NATURE: coaching pre-academy level soccer ages 6-8 yo boys and girls INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 08/21/2024 ADDRESS: 1220 Freedom Crider Rd, Suite 6, Freedom PA 15042, United States DESCRIPTION: coaching pre-academy level soccer ages 6-8 yo boys and girls
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-05-09 |
| S66 | Uniform Combined State Law Examination | 2016-04-05 |
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