Paul Calvin Deagle

Current Employers

Employment History

• 04/2017 → 09/2025
  Avantax Investment Services, Inc.
  Mount Morris, NY
• 02/2017 → 09/2025
  Avantax Advisory Services
  Mount Morris, NY
• 11/2008 → Present
  Ladelfa, Schoder & Walker Pc
  Mt Morris, NY
• 11/2008 → Present
  Ladelfa Schoder And Walker P.C.
  Mt. Morris, NY
• 02/2017 → Present
  Paul C. Deagle, Cpa/Pfs
  Mount Morris, NY
• 06/2019 → Present
  Vespoke, Inc.
  Mount Morris, NY
• 12/2017 → 09/2025
  Avantax Insurance Agency, Llc
  Mount Morris, NY
• 12/2017 → 09/2025
  Avantax Insurance Agency And/Or Avantax Insurance Services
  Mount Morris, NY
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Mount Morris, NY
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 09/2025 → Present
  Vespoke Wealth Management
  Mount Morris, NY

Previous Registrations

• 2017-09-22 → 2025-09-05
  Avantax Advisory Services
  Mount Morris, NY
  Dallas, TX
  Rochester, NY

Other Businesses

1) LaDelfa Schoder and Walker P.C.~'NIR'~112 Main St. #2~Mt Morris~NY~14510~Tax Preparation/Accounting~Partner/General Partner~11/1/2008~160hrs~120hrs~Accounting, Tax Preparation and Payroll. 2) Livingston County Historical Society~'NIR'~30 Center Street~Geneseo~NY~14454~Finance~Treasurer/Comptroller~7/15/2017~3hrs~0hrs~Treasurer|Vespoke, Inc.~'IR'~112 Main Street~Mount Morris~NY~14510~Other~Other~6/4/2019~160hrs~130hrs~The only reason this entity exists is to run my HD Vest business through.| 3) Paul C. Deagle, CPA/PFS; Owner/Sole Proprietor; Investment Practice, Financial Planning Practice & Insurance Practice; IR; 20; 02/14/2017; 112 Main Street Mount Morris NY 14510; I am the owner and lead financial planner. 4) NAME OF OTHER BUSINESS: VESPOKE WEALTH MANAGEMENT, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 09/2025, POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;

Exams

• S63 Uniform Securities Agent State Law Examination
  2017-06-16
• S65 Uniform Investment Adviser Law Examination
  2006-09-09

Designations