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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-09-05 |
Branch Locations
530 Walnut Street Suite 1180, Philadelphia, PA 19106 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Macalpine Carll & Co Llc | Philadelphia | PA | 01/2000 | Present |
| 1St Global Capital Corp | Philadelphia | PA | 09/2008 | 10/2019 |
| 1St Global Advisors, Inc. | Philadelphia | PA | 09/2008 | 10/2019 |
| Avantax Insurance Services, Inc. | Philadelphia | PA | 01/2010 | 09/2025 |
| Avantax Investment Services, Inc. | Philadelphia | PA | 10/2019 | 09/2025 |
| Avantax Advisory Services | Philadelphia | PA | 10/2019 | 09/2025 |
| Cetera Wealth Services, Llc | Philadelphia | PA | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) MC WEALTH MANAGEMENT, LLC POSITION: OWNER NATURE: FINANCIAL SERVICES INVESTMENT RELATED: Yes NUMBER OF HOURS: 150 SECURITIES TRADING HOURS: 150 START DATE: 01/09/2009 ADDRESS: Philadelphia PA , United States DESCRIPTION: Provide financial services to clients 2) MACALPINE CARLL & CO LLC POSITION: PARTNER NATURE: CPA FIRM INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 01/01/2000 ADDRESS: 325 chestnut st, suite 510, Philadelphia PA 19106, United States DESCRIPTION: MEMBER OF THE FIRM, 50% OWNER. FIRM MANAGEMENT, OVERSEE TAX AND AUDITING AND ACCOUNTING FUNCTIONS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-12-22 |
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