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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-09-05 |
Branch Locations
3707 Rossgate Court Unit C, Hamilton, OH 45013 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lisa Ann Foster Certified Public Acct. | Hamilton | OH | 03/1994 | Present |
| Avantax Investment Services, Inc. | Hamilton | OH | 06/1999 | 09/2025 |
| Avantax Advisory Services | Hamilton | OH | 11/2003 | 09/2025 |
| Avantax Insurance Agency, Llc | Hamilton | OH | 12/2017 | 09/2025 |
| Cetera Wealth Services, Llc | Hamilton | OH | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) L.A. Foster, Inc.~1196 Ross Millville Road~Hamilton~OH~45013~Tax Preparation/Accounting~Owner/Sole Proprietor~1/1/2000~24hrs~24hrs~Tax preparation & consulting, bookkeeping 2) L.A. Foster, Inc.; Owner/Sole Proprietor; Tax Preparation/Accounting; NIR; ; 01/01/2000; 1196 Ross Millville Road Hamilton OH 45013; Tax preparation & consulting, bookkeeping
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1999-07-12 |
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