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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-09-05 |
Branch Locations
90 North Street Suite 205, Middletown, NY 10940 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| D&D Consulting | Middletown | NY | 05/1978 | Present |
| Avantax Investment Services, Inc. | Middletown | NY | 12/1991 | 09/2025 |
| Avantax Advisory Services | Middletown | NY | 12/1993 | 09/2025 |
| Del Negro Associates, Inc. | Middletown | NY | 01/2000 | Present |
| Cetera Wealth Services, Llc | Middletown | NY | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) D & D Consulting; 135 North Street, PO Box 32, Middletown, NY 10940; Tax Preparation/Accounting, President; 12/7/2009; 160hrs; 160hrs; management, accounting, tax preparation 2) DEL NEGRO ASSOCIATES, INC.; President: Accounting and Tax prep INVESTMENT RELATED: No; 1; 1; 01/01/2000; 90 North Street, Suite 205, Middletown NY 10940; Owner, accountant. I do tax prep and accounting for businesses and individuals. Also, tax representation.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1992-04-20 |
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