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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WY | RA | APPROVED | 2025-09-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Avantax Planning Partners, Inc. | Gillette | WY | 10/2022 | 11/2024 |
| A.B.C. Cpa, Pc | Gillette | WY | 05/2022 | Present |
| University Of Wyoming | Laramie | WY | 08/2018 | 05/2022 |
| Ymca Of The Rockies Snow Mountain Ranch | Granby | CO | 06/2019 | 08/2019 |
| Collins Communications | Gillette | WY | 05/2018 | 08/2020 |
| Campbell County Recreation Center | Gillette | WY | 06/2015 | 05/2018 |
| Thunder Basin High School | Gillette | WY | 08/2014 | 05/2018 |
| Avantax Investment Services Inc. | Gillette | WY | 10/2022 | 09/2025 |
| Avantax Advisory Services | Gillette | WY | 11/2024 | 09/2025 |
| Cetera Wealth Services, Llc | Gillette | WY | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
LIVING ROCK CHURCH POSITION: Authorized Signer NATURE: Authorized signer and that is all. I understand that I must adstain from any investment decision making, and I know that I can not be involved in any recommendation or investment activity. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/26/2023 ADDRESS: 2801 Antler Road, Gillette WY 82718, United States DESCRIPTION: Authorized signer and that is all. I understand that I must adstain from any investment decision making, and I know that I can not be involved in any recommendation or investment activity. 2) A.B.C. CPA, PC; Staff Accountant; ABC CPA, PC offers accounting, bookkeeping, and consulting services to its clients. This involves monthly and quarterly account reconciliations, payroll, annual state and federal reports, and tax filings.; NIR; 130; 05/23/2022; 910 E 3rd Street Gillette WY 82716; My top five responsibilities:1. Monthly or quarterly bookkeeping2. Filing federal tax forms3. Payroll and quarterly payroll reports4. Annual corporate reports5. Tax projections
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-02-25 |
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