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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ME | RA | APPROVED | 2025-09-05 |
| TX | RA | APPROVED_RES | 2025-09-05 |
Branch Locations
585 Maine Avenue Suite B, Farmingdale, ME 04344 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Avantax Investment Services, Inc. | Gardiner | ME | 11/1998 | 09/2025 |
| Avantax Advisory Services | Gardiner | ME | 06/2008 | 09/2025 |
| Avantax Insurance Agency, Llc | Gardiner | ME | 09/2002 | 09/2025 |
| Cetera Wealth Services, Llc | Gardiner | ME | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) Maine Assoc. of Prof. Acct 150 Forest Ave~Portland~ME~04101 ~Other~2/25/2004~3hrs~1hrs~board of directors of professional organization/past president 2) FLAGG FINANCIAL 6 CENTRAL MAINE CROSSING, SUITE 2~GARDINER~ME~04345~Tax Preparation/Accounting~Owner/Sole Proprietor~7/31/2014~120hrs~40hrs~TAX PREPARATION 3) FLAGG FINANCIAL 6 Central Maine Crossing, Suite 2~Farmingdale~ME~04344~Tax Preparation/Accounting~Tax Preparation/Accounting~7/21/2014~120hrs~80hrs~Tax preparation
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-05-16 |
| S63 | Uniform Securities Agent State Law Examination | 1999-01-19 |
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