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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-07-21 |
| TX | RA | APPROVED | 2025-07-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Laurette M. Dearden, Cpa, Cfp | Laurel | MD | 07/1996 | Present |
| Avantax Investment Services, Inc. | Laurel | MD | 11/2007 | 09/2025 |
| Avantax Advisory Services | Laurel | MD | 01/2008 | 09/2025 |
| Avantax Insurance Services, Inc. | Laurel | MD | 04/2016 | 09/2025 |
| Petersen International Underwriters | Valencia | CA | 12/2016 | Present |
| The Guardian Life Insurance Company Of America | Bethlehem | PA | 01/2018 | Present |
| Dearden Financial Services, Llc | Laurel | MD | 01/2024 | Present |
| Cetera Wealth Services, Llc | El Segundo | CA | 07/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 07/2025 | Present |
1) Laurette M Dearden CPA, CFP~'NIR'~8814 Herons Flight~Laurel~MD~20723~Tax Preparation/Accounting~Owner/Sole Proprietor~6/1/1996~160hrs~160hrs~included in intial reg...cp 2) Petersen International Underwriters~'NIR'~23929 Valencia Boulevard, Second Floor~Valencia~CA~91355~Insurance Agent; Insurance Sales Agent~12/13/2016~1hrs~1hrs~Providing insurance solutions 3) The Guardian Life Insurance Company of America~'NIR'~81 Highland Avenue~Bethlehem~PA~18017~Insurance Agent~Agent~1/4/2018~1hrs~1hrs~sell disability and life insurance 4) DEARDEN FINANCIAL SERVICES, LLC POSITION: Managing Member NATURE: CPA practice INVESTMENT RELATED: No NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 65 START DATE: 01/01/2024 ADDRESS: 8814 Heron's Flight, Laurel MD 20723, United States DESCRIPTION: prepare individual and business income tax returns, payroll, bookkeeping to businesses
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2001-05-02 |
| S65 | Uniform Investment Adviser Law Examination | 1995-04-27 |
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