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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2025-09-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| P&L Accounting & Tax Service, Llp | Oak Forest | IL | 02/2017 | 04/2019 |
| Trinity Christian College | Palos Heights | IL | 01/2016 | 05/2018 |
| Avantax Investment Services, Inc. | Oak Forest | IL | 09/2017 | 05/2019 |
| Mutual Of Omaha Investor Services, Inc | Iowa City | IA | 04/2019 | 11/2019 |
| Smith Accounting Services | Iowa City | IA | 12/2019 | Present |
| Mutual Of Omaha Insurance Company | Iowa City | IA | 04/2019 | 11/2019 |
| Avantax Investment Services, Inc. | Iowa City | IA | 01/2020 | 09/2025 |
| Avantax Insurance Services, Llc | Iowa City | IA | 01/2020 | 09/2025 |
| Avantax Advisory Services | Iowa City | IA | 01/2020 | 09/2025 |
| Pipac Health & Life Insurance Brokerage | Cedar Falls | IA | 08/2020 | Present |
| Van Holland Accounting Llc | Sheldon | IA | 05/2022 | Present |
| Cetera Wealth Services, Llc | Sheldon | IA | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
| Inuit | Sheldon | IA | 01/2026 | Present |
1) PIPAC Health & Life Insurance Brokerage~1304 TECH PKWY STE 200~CEDAR FALLS~IA~50613~Insurance Agent~Agent~8/17/2020~10hrs~5hrs~I would like to have an added benefit to my clients by being able to sell them health, dental and vision insurance through PIPAC 2) P&L ACCOUNTING & TAX SERVICES LLP POSITION: Accountant NATURE: I am a 1099 freelancer for P&L Accounting. They need some extra help to finish out the year and asked if I would sign a short term contract with them. INVESTMENT RELATED: No NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 30 START DATE: 08/02/2022; ADDRESS: 14930 S Cicero Ave, Suite 1B, Oak Forest IL 60452, United States; DESCRIPTION: I am inputting and reviewing K-1s for partnership returns. 3) WEALTH MANAGEMENT REPS POSITION: Financial Advisor NATURE: WMReps is a group of financial advisors that bounce ideas off of each other, support one another, and market together. We all own our separate tax practices and financial clients. We are also all a part of a sub-rep agreement program. I will be using the WMReps as a DBA for my investment services. INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 40 START DATE: 02/01/2023 ADDRESS: 221 Park Street, Sheldon IA 51201, United States DESCRIPTION: I join monthly/quarterly meetings via zoom. I assist in marketing ideas and investment ideas for various groups of clientele. 4) VAN HOLLAND ACCOUNTING LLC POSITION: Owner NATURE: I will be conducting personal, business and estate tax returns. I may include bookkeeping as part of my practice in the future. INVESTMENT RELATED: No NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 50 START DATE: 05/23/2022 ADDRESS: 221 Park St, Sheldon IA 51201, United States DESCRIPTION: I am the owner and only employee of Van Holland Accounting. I will inputting tax data, meeting with clients, offering tax advice and conducting all of the managerial duties for the business. 5)PIPAC Health & Life Insurance Brokerage (1); Agent; ~; PIPAC is an insurance brokerage firm. An agent has the ability to sell life, health, dental, and vision insurance through them.; NIR; 5; 1304 TECH PKWY STE 200 CEDAR FALLS IA 50613; ~; I would like to have an added benefit to my clients by being able to sell them health, dental and vision insurance through PIPAC 6) NAME OF OTHER BUSINESS: INUIT; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: TAX & ACCOUNTING; START DATE: 1/2026; POSITION/TITLE/RELATIONSHIP: ACCOUNTANT; APX NUMBER OF HOURS PER WEEK: 20; APX NUMBER OF HOURS DURING TRADING HOURS: 10; BRIEF DESCRIPTION OF DUTIES: PROVIDE TAX SUPPORT TO CLIENTS OF TURBO TAX;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-04-19 |
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