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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2025-09-05 |
Branch Locations
755 Main Street Bldg 4 Unit 1A, Monroe, CT 06468 • United States
15 Chesterfield Rd Suite 201, East Lyme, CT 06333 • United States
Groton, CT • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Avantax Investment Services, Inc. | Monroe | CT | 08/2015 | 04/2023 |
| Avantax Insurance Agency, Llc | Monroe | CT | 08/2015 | 04/2023 |
| Avantax Advisory Services | Monroe | CT | 08/2015 | 04/2023 |
| Blueprint Financial Advisors | Greensboro | NC | 04/2023 | 03/2024 |
| Avantax Advisory Services | Monroe | CT | 03/2024 | 09/2025 |
| Avantax Insurance Agency, Llc | Monroe | CT | 03/2024 | 09/2025 |
| Be Financial Llc | Monroe | CT | 02/2023 | Present |
| John Culhane Cpa | Monroe | CT | 04/2023 | Present |
| Avantax Investment Servcies, Inc. | Monroe | CT | 03/2024 | 09/2025 |
| Avantax Insurance Agency And/Or Avantax Insurance Services. | Monroe | CT | 02/2024 | 09/2025 |
| Avantax Insurance Agency And/Or Avantax Insurance Services. | Monroe | CT | 02/2024 | 09/2025 |
| Cetera Wealth Services, Llc | Monroe | CT | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) JOHN CULHANE CPA POSITION: Administrative associate tax planning NATURE: I will help John with his client tax planning needs, meet with them to provide any administrative office work that may be required. Typical activities include updating tax planning documents, tax planning meeting notes, following up on items requested from the client, other related back office duties. He pays me as an independent consultant 1099. I do not do tax preparation. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 04/14/2023 ADDRESS: 755 Main Street, Bldg 4 Unit 1A, Monroe CT 06468, United States DESCRIPTION: Client sometimes need to get advice on tax planning and come to John for advice. I help with some administrative work, coordinating with John and his client, support, and administrative in nature. John is the CPA and is providing the counsel. 2) THAMES RIVER HERITAGE PARK FOUNDATION POSITION: Treasurer NATURE: Volunteer non paid for this non profit entity that helps promote historic sites along the Thames river communities in Eastern CT.The park draws together historical and contemporary sites, communities and institutions on both sides of the river where visitors may experience the region's many heritage attractions. Four anchors--Fort Trumbull State Park, Fort Griswold Battlefield State Park, Submarine Force Museum, and soon the National Coast Guard Museum--provide visitor services. The anchors and many smaller park sites are tied together by a water taxi system that allows visitors to experience the Thames River itself as the heart of the region.? INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 01/02/2017 ADDRESS: PO Box 851, New London CT 06320, United States DESCRIPTION: Treasurer , report to board monthly, budget and spending activities, oversee bookkeeping that is done by an outsider bookkeeper, pay bills. 3) BE FINANCIAL LLC POSITION: Managing Member NATURE: New Consulting service business for business owners assisting in their planning to sell and or prepare the business for eventual transition. INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 5 START DATE: 02/20/2023 ADDRESS: 8 Wright St Suite 107, Westport CT 06880, United States DESCRIPTION: Consultant interviewing and forming strategic planning with business owners, and their executive teams. Providing advice, and conducting analysis of the business to create and form 1-2 year strategic plans that help improve the selling value of the business. Not involved in M&A transaction or process work. We provide valuation assessment and guidance to business owners on how to improve their business operationally to help build value. We do not get involved in M&A activities like structuring, or investment banking, brokering transactions. Our valuations are used to help business owners spot areas of weakness they need to address to increase the value of their business.?
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1995-02-02 |
| S65 | Uniform Investment Adviser Law Examination | 1995-02-02 |
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