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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WV | RA | APPROVED | 2025-09-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Self Employed John L Shaheen Cpa | Charleston | WV | 02/1980 | Present |
| Avantax Investment Services, Inc. | Elk View | WV | 12/1998 | 09/2025 |
| Cetera Wealth Services, Llc | Elkview | WV | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
John L. Shaheen CPA~'NIR'~17 Tyree Circle~Elkview~WV~25071~Tax Preparation/Accounting~Owner/Sole Proprietor~1/2/1980~220hrs~172hrs~CPA sole proprietor|
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-22 |
| S63 | Uniform Securities Agent State Law Examination | 1999-04-02 |
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