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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 | 2025-09-05 |
| TX | RA | APPROVED_RES | 2025-09-05 |
Branch Locations
650 Ritchie Hwy. Suite 203, Severna Park, MD 21146 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gary T. Mott, Cpa, Pa | Severna Park | MD | 12/1981 | Present |
| Avantax Investment Services, Inc. | Severna Park | MD | 01/1987 | 09/2025 |
| Avantax Advisory Services | Severna Park | MD | 06/2013 | 09/2025 |
| Cetera Wealth Services, Llc | Severna Park | MD | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) Fiduciary Appointment-Trustee~650 Ritchie Hwy, Ste 203~Severna Park~MD~21146~10/9/2015~1hrs~1hrs~Oversee trust administration 2) Fiduciary Appointment-Trustee~650 Ritchie Hwy, Ste 203~Severna Park~MD~21146~1/1/2007~1hrs~1hrs~Oversee trust administration 3) Fiduciary Appointment-Trustee~650 Ritchie Hwy, Ste 203~Severna Park~MD~21146~10/9/2015~1hrs~1hrs~Oversee trust administration 4) Gary T Mott & Associates CPA PA~650 RITCHIE HIGHWAY~SEVERNA PARK~MD~21146~Tax Preparation/Accounting~President~2/1/2005~200hrs~200hrs~ACCOUNTING & TAX PREP 5)Tell Bin Der Residuary Trust; Trustee; Fiduciary Appointment; NIR; 1; 10/09/2015; 650 Ritchie Hwy, Ste 203 Severna Park MD 21146; Oversee trust administration 6)Yee Shew Yung Der Trust; Trustee; Fiduciary Appointment; NIR; 1; 10/09/2015; 650 Ritchie Hwy, Ste 203 Severna Park MD 21146; Oversee trust administration 7)The Ferrogine Children's Irrevocable Trust; Trustee; Fiduciary Appointment; NIR; 1; 01/01/2007; 650 Ritchie Hwy, Ste 203 Severna Park MD 21146; Oversee trust administration
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-06-05 |
| S63 | Uniform Securities Agent State Law Examination | 1996-12-20 |
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