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Advisor at CETERA INVESTMENT ADVISERS LLC
CENTREVILLE, VA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| CETERA INVESTMENT ADVISERS LLC | Bd affiliated wealth | Sep 5, 2025 | n/a | yes | CENTREVILLE, VA | Current employment |
| AVANTAX ADVISORY SERVICES | Former SEC adviser | May 22, 2019 | Sep 5, 2025 | no | Irving, TX|DALLAS, TX|STERLING, VA|Reston, VA|Centreville, VA | Previous registration |
| INTEGRATED WEALTH CONCEPTS LLC | Independent wealth | May 9, 2018 | Jun 11, 2019 | no | Waltham, MA | Previous registration |
| SC&H WEALTH | Independent wealth | Jan 30, 2016 | May 24, 2016 | no | HUNT VALLEY, MD | Previous registration |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | Bd affiliated wealth | Jan 8, 2015 | Jul 21, 2015 | no | WORMLEYSBURG, PA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| AVANTAX ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | Sep 5, 2025 | Sep 5, 2025 | 0 | Bulk transfer | Ibd to ibd |
| INTEGRATED WEALTH CONCEPTS LLC | AVANTAX ADVISORY SERVICES | Jun 11, 2019 | May 22, 2019 | -20 | Firm change | RIA to ibd |
| SC&H WEALTH | INTEGRATED WEALTH CONCEPTS LLC | May 24, 2016 | May 9, 2018 | 715 | Firm change after gap | Other |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | SC&H WEALTH | Jul 21, 2015 | Jan 30, 2016 | 193 | Firm change | Other |