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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-09-05 |
| VA | RA | APPROVED | 2025-09-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stitely & Karstetter | Chantilly | VA | 08/2016 | 06/2022 |
| Capitol View Financial Group, Llc | Chantilly | VA | 11/2017 | 07/2022 |
| Integrated Wealth Concepts, Llc | Chantilly | VA | 05/2018 | 05/2019 |
| Avantax Advisory Services | Reston | VA | 05/2019 | 09/2025 |
| Avantax Investment Services | Reston | VA | 11/2019 | 09/2025 |
| Avantax Insurance Agency Llc | Reston | VA | 02/2020 | 09/2025 |
| Potomac Wealth & Tax Llc | Reston | VA | 06/2022 | Present |
| Cetera Wealth Services, Llc | Centreville | VA | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) POTOMAC WEALTH & TAX LLC POSITION: Owner NATURE: PW&T will prepare tax returns, Tax Planning and Bookkeeping services. In addition PW&T will perform Wealth Management services through Avantax INVESTMENT RELATED: Yes NUMBER OF HOURS: 130 SECURITIES TRADING HOURS: 130 START DATE: 06/03/2022 ADDRESS: 802 Brethour Ct, Sterling VA 20164, United States DESCRIPTION: I will be preparing and filing individual & Business tax returns. I will perform tax planning for clients. I will also be using this LLC to continue to perform Wealth Management services through Avantax. 2) 802 BRETHOUR CT RENTAL POSITION: Owner NATURE: Renting property located at802 Brethour Ct, Sterling, VA 20164 INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 09/15/2023 ADDRESS: 2280 Covent Gardens Court, Reston VA 20191, United States DESCRIPTION: Keeping property up to date. Collecting rent 3) 2280 COVENT GARDENS RENTAL POSITION: Rental Manager NATURE: Rental Property listed at 2280 Covent Gardens Ct Reston, VA 20191 INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 12/01/2024 ADDRESS: 2280 Covent Gardens Court, Reston VA 20191, United States DESCRIPTION: Payment collection, maintenance
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2020-01-28 |
| S66 | Uniform Combined State Law Examination | 2014-12-22 |
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