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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-08-08 |
Branch Locations
6220 West Corporate Oaks Dr., Crystal River, FL 34429 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Schlumberger Business Services | Butler | PA | 08/1978 | Present |
| Avantax Investment Services, Inc. | Crystal River | FL | 06/1986 | 09/2025 |
| Schlumberger Acc'TIng Svcs Inc | Crystal Rock | FL | 01/1988 | Present |
| Avantax Advisory Services | Crystal Rock | FL | 11/1993 | 09/2025 |
| Meadow Crest Condo I Assoc.LInc | Crystal River | FL | 05/2012 | Present |
| Avantax Insurance Agency, Llc | Crystal River | FL | 08/2018 | 09/2025 |
| Aksala Wealth Advisors, Llc | Crystal River | FL | 08/2020 | Present |
| Schlumberger-Jones Cpa & Co | Crystal River | FL | 01/2020 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 07/2025 | Present |
| Cetera Wealth Services, Llc | Crystal River | FL | 09/2025 | Present |
1) Meadow Crest Condo I assoc.Inc~'NIR'~6220 West Corporate Oaks Dr~Crstal River~FL~34429~Tax Preparation/Accounting~Treasurer/Comptroller~5/16/2012~2hrs~0hrs~paid bills and tax prep. 2) Schlumberger Accounting Services, Inc~'NIR'~6220 W Corporate Oaks Dr~Crystal river~FL~34429~Tax Preparation/Accounting~President~9/1/1989~40hrs~5hrs~full name: Schlumberger Accounting Services, Inc administration, Tax Prep. Business consulting 3) AKSALA WEALTH ADVISORS, LLC~'IR'~6220 W CORPATE OAKS DR~CRYSTAL RIVER~FL~34429~Other~Employee~8/3/2020~30hrs~30hrs~PARTNER IN MARKETING TO AVANTAX BUSINESS| 4) SCHLUMBERGER-JONES CPA & CO POSITION: VP NATURE: This is a DBA of Schlumberger Accounting Services Inc. Not a new activity but new name of the Inc. INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2020 ADDRESS: 6220 West Corporate Oaks Dr., Crystal River FL 34429, United States DESCRIPTION: Same as Schlumberger Accounting Services Inc 5)AKSALA WEALTH ADVISORS, LLC (1); Employee; ~; PARTNER IN MARKETING TO AVANTAX BUSINESS; IR; 30; ; 6220 W CORPATE OAKS DR CRYSTAL RIVER FL 34429; ~; PARTNER IN MARKETING TO AVANTAX BUSINESS
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1986-07-16 |
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