Joel Stanley Goldberg

Current Employers

Employment History

• 01/1989 → 09/2025
  Avantax Investment Services, Inc.
  Rockville, MD
• 12/1990 → Present
  Pincus & Goldberg, Cpas
  Bethesda, MD
• 07/1997 → 09/2025
  Avantax Advisory Services
  Rockville, MD
• 01/2017 → 01/2017
  Tickmark Inc
  Miami, FL
• 01/2011 → Present
  Goldberg Family, Llp
  Rockville, MD
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Rockville, MD
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 1997-06-24 → 2025-09-05
  Avantax Advisory Services
  Bethesda, MD

Other Businesses

CAFE Montgomery MD~'NIR'~P.O. Bom 294~Gaithersburg~MD~20884~Nonprofit~Other~10/25/2015~3hrs~0hrs~develop and assign programming to educate the public in financial literacy.|Pincus & Goldberg, CPA, CHTD~'NIR'~7910 Woodmont Ave~Bethesda~MD~20814~Tax Preparation/Accounting~Tax Preparation/Accounting~11/1/1984~180hrs~160hrs~Writeup, tax preparation, and financial statements|GOLDBERG FAMILY, LLP~'NIR'~401 N WASHINGTON ST #500~ROCKVILLE~MD~20850~Rental Property~Other~1/1/2011~1hrs~0hrs~This is a family limited partnership that owns several pieces of commercial real estate. I do not have any job responsibilities for this partnership as my brother handles it. I don't have five responsibilities. I occasionally am consulted on things like what a reasonable rent is to charge the tenants. But my brother Jonathan primarily handles the day to day details of this real estate. The real estate is commercial real estate rented to restaurants or retail stores.|PINCUS & GOLDBERG, CPA~'NIR'~50 W MONTGOMERY AVE.~ROCKVILLE~MD~20850~Rental Property~Owner~9/1/2019~1hrs~1hrs~COLLECT RENT|

Exams

• S63 Uniform Securities Agent State Law Examination
  1989-02-07

Designations