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Current Employers
Cetera Investment Advisers Llc

1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2025-09-05
  • PA RA
    APPROVED
    Since 2025-09-05

Branch Locations

975 School St., Collegeville, PA 19426 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Self-Employed Cpa Collegeville PA 01/1975 Present
Borough Of Collegeville Collegeville PA 01/1988 Present
Montgomery County Norristown PA 01/1990 Present
Perkiomen Valley School District Collegeville PA 01/1990 Present
Borough Of Collegeville Collegeville PA 01/1990 Present
Avantax Investment Services, Inc. Collegeville PA 07/2001 09/2025
Avantax Advisory Services Collegeville PA 07/2003 09/2025
Fruitful Ventures Collegeville PA 10/2009 Present
Avantax Insurance Agency, Llc Collegeville PA 07/2001 09/2025
Cetera Wealth Services, Llc Collegeville PA 09/2025 Present
Cetera Investment Advisers Llc Schaumburg IL 09/2025 Present
  • 01/1975 → Present
    Self-Employed Cpa
    Collegeville, PA
  • 01/1988 → Present
    Borough Of Collegeville
    Collegeville, PA
  • 01/1990 → Present
    Montgomery County
    Norristown, PA
  • 01/1990 → Present
    Perkiomen Valley School District
    Collegeville, PA
  • 01/1990 → Present
    Borough Of Collegeville
    Collegeville, PA
  • 07/2001 → 09/2025
    Avantax Investment Services, Inc.
    Collegeville, PA
  • 07/2003 → 09/2025
    Avantax Advisory Services
    Collegeville, PA
  • 10/2009 → Present
    Fruitful Ventures
    Collegeville, PA
  • 07/2001 → 09/2025
    Avantax Insurance Agency, Llc
    Collegeville, PA
  • 09/2025 → Present
    Cetera Wealth Services, Llc
    Collegeville, PA
  • 09/2025 → Present
    Schaumburg, IL
Previous Registrations
  • 2003-07-26 → 2025-09-05
    Avantax Advisory Services
    Collegeville, PA
Other Businesses

Marilyn A. Banyai, CFP, CPA~'NIR'~975 School St~Collegeville~PA~19426~Tax Preparation/Accounting~Owner/Sole Proprietor~1/15/1975~40hrs~30hrs~Tax preparation and advice, accounting and payroll services|FRUITFUL VENTURES~'NIR'~975 SCHOOL ST~COLLEGEVILLE~PA~19426~Book Sales~Other~10/1/2009~5hrs~0hrs~WRITER OF NON-FICTION ARTICLES AND BOOKS ON PHOTOGRAPHY, BIBLE CHARACTERS, CRAFTS, ETC. (NOT FINANCIAL SUBJECTS)|BUXMONT CHAPTER PSTAP~'NIR'~975 SCHOOL ST~COLLEGEVILLE~PA~19426~Club/Association Director/Officer~Secretary~7/1/2013~2hrs~0hrs~Record minutes for board meetings and general business meetings and chairman of the scholarship committee.|LIVING FAITH FELLOWSHIP~'NIR'~582 MOYER ROAD~SOUDERTON~PA~18964~Other~Other~7/1/2019~10hrs~2hrs~PAY BILLS, RECORD INCOME AND EXPENSES

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1987-01-15
  • S63 Uniform Securities Agent State Law Examination
    1987-01-15
Designations
Other Names
  • Marilyn Ann Banyai
  • Marilyn Ann Thurtell

View on SEC IAPD

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