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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-09-06 |
Branch Locations
1240 West Chester Pike, West Chester, PA 19382 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Avantax Advisory Services | West Chester | PA | 12/2016 | 09/2025 |
| Sterling Services, Inc. | Exton | PA | 10/1997 | Present |
| Avantax Investment Services, Inc. | West Chester | PA | 01/2017 | 09/2025 |
| Cetera Wealth Services, Llc | West Chester | PA | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) STERLING SERVICES, INC. POSITION: CPA NATURE: Tax Preparation/Accounting INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 10/01/1997 ADDRESS: 1240 West Chester Pike, Suite 209, West Chester PA 19382, United States DESCRIPTION: accounting, bookkeeping, and tax preparation
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2017-05-23 |
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