Thaddeus Paul Obecny

Current Employers

Employment History

• 11/1998 → 09/2025
  Avantax Investment Services, Inc.
  Punta Gorda, FL
• 07/2000 → 09/2025
  Avantax Insurance Agency, Llc
  Punta Gorda, FL
• 01/2017 → 12/2018
  Perry & Associates Cpa'S A.C.
  Wheeling, WV
• 08/2025 → Present
  Cetera Investment Advisers, Llc
  Schaumburg, IL
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Punta Gorda, FL

Previous Registrations

• 2000-01-04 → 2025-09-05
  Avantax Advisory Services
  Wheeling, WV
  Punta Gorda, FL
  Wheeling, WV
  Punta Gorda, FL

Other Businesses

1) Globe Financial Services, LLC~'NIR'~5065 San Massimo Drive, Punta Gorda, FL 33950~Notary Public~Partner/General Partner~12/1/1999~1hrs~0hrs~Notary Services and Administrative support services 2) ESTATE OF JANINA NONA RONCEVIC POSITION: EXECUTOR NATURE: EXECUTOR OF THE ESTATE. OVERSEE THE OPERATION OF ESTAE ACTIVITIES IN ACCORDANCE WITH THE WILL. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 06/17/2024 ADDRESS: 5065 San Massimo Drive, Punta Gorda FL 33950, United States DESCRIPTION: EXECUTOR OF THE ESTATE. OVERSEE THE OPERATION OF THE ESTATE IN ACCORDANCE WITH THE WILL. ESTABLISH ESTATE BANK ACCOUNT WITH BANKING AUTHORITY. 3) OBECNY II GOLF POSITION: TREASURER NATURE: MY ACTIVITY CONSISTS OF PAYING BILLS AS REQUIRED AND HANDLING THE ACCOUNTING FOR MY SON'S SOLE PROPRIETORSHIP. MY SON IS A PROFESSIONAL GOLFER AND I AM LISTED ON THE BANK ACCOUNT AS AN AUTHORIZED PERSON ON THE ACCOUNT. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 12/06/2024 ADDRESS: 5065 San Massimo Drive, Punta Gorda, FL 33950, United States DESCRIPTION: SEE EXPLANATION IN #4.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-09
• S63 Uniform Securities Agent State Law Examination
  1998-12-22

Other Names

• Thadd P Obecny