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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-03-24 |
| PA | RA | APPROVED | 2023-11-28 |
Branch Locations
278 Beverly Road, Pittsburgh, PA 15216 • United States
Pittsburgh, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Avantax Investment Services, Inc. | Pittsburgh | PA | 03/2018 | 11/2023 |
| Carpenter Financial Services | Johnstown | PA | 06/2016 | 09/2017 |
| Anthony's Restaraunt | Johnstown | PA | 06/2014 | 11/2016 |
| Playfair Planning | Brooklyn | NY | 09/2017 | 10/2018 |
| Hd Vest Investment Services | Johnstown | PA | 07/2016 | 02/2018 |
| Avantax Advisory Services | Pittsburgh | PA | 02/2020 | 11/2023 |
| Avantax Insurance Agency And/Or Avantax Insurance Services | Pittsburgh | PA | 12/2021 | 11/2023 |
| Geisler & Company Financial Planning | Pittsburgh | PA | 11/2023 | Present |
| Commonwealth Financial Network | Waltham | MA | 11/2023 | Present |
Fixed insurance sales; Located at 278 Beverly Rd, Pittsburgh, PA 15216, as of 09/13/2023; 5% time spent during business hours; Conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-02-29 |
| S63 | Uniform Securities Agent State Law Examination | 2018-12-03 |
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