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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-09-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Avantax Investment Services, Inc. | Aurora | CO | 12/1985 | 09/2025 |
| Avantax Advisory Services | Aurora | CO | 12/1999 | 09/2025 |
| Timewise Financial Llc | Aurora | CO | 10/2022 | Present |
| Cetera Wealth Services, Llc | Aurora | CO | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) Alan R. Piehl, CPA, PC; 1010 S Joliet #109, Aurora, CO 80012; Tax Preparation/Accounting; 2/26/2004; 176hrs; 176hrs; full business name - Alan R. Piehl, CPA, PC 2) Havana Gardens Center Office; 1010 Joliet St., Aurora, CO 80012; Treasurer/Comptroller; 6/2/1996; 1hrs; 1hrs; Board of Director 3) TIMEWISE FINANCIAL LLC POSITION: Advisor/Income Tax Preparation NATURE: Financial Advisor RepresentativeCPA INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 120 START DATE: 10/01/2022 ADDRESS: 1010 South Joliet, Ste 109, Aurora CO 80012, United States DESCRIPTION: Render financial and planning advice to investment clients. Also prepare income tax returns.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-03 |
| S63 | Uniform Securities Agent State Law Examination | 1989-01-31 |
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