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Current Employers
Cetera Investment Advisers Llc

1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2021-03-01
TX RA APPROVED 2021-03-01
  • LA RA
    APPROVED
    Since 2021-03-01
  • TX RA
    APPROVED
    Since 2021-03-01

Branch Locations

433 Metairie Rd Ste 120, Metairie, LA 70005 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Randy M. Brunet, Cpa Pc Metairie LA 01/1984 Present
Avantax Investment Services, Inc. Metairie LA 05/1989 03/2021
Avantax Insurance Agency, Llc Metairie LA 08/1992 03/2021
Avantax Insurance Agency, Llc Metairie LA 06/2018 03/2021
Brunet And Sciortino, Cpa's Llc Mandeville LA 11/2018 03/2021
Cetera Financial Specialists Llc Schamburg IL 03/2021 Present
Cetera Investment Advisers Llc Schaumburg IL 03/2021 Present
Brunet Wealth Management; Dba Financial Services Metairie LA 01/2015 Present
  • 01/1984 → Present
    Randy M. Brunet, Cpa Pc
    Metairie, LA
  • 05/1989 → 03/2021
    Avantax Investment Services, Inc.
    Metairie, LA
  • 08/1992 → 03/2021
    Avantax Insurance Agency, Llc
    Metairie, LA
  • 06/2018 → 03/2021
    Avantax Insurance Agency, Llc
    Metairie, LA
  • 11/2018 → 03/2021
    Brunet And Sciortino, Cpa's Llc
    Mandeville, LA
  • 03/2021 → Present
    Cetera Financial Specialists Llc
    Schamburg, IL
  • 03/2021 → Present
    Schaumburg, IL
  • 01/2015 → Present
    Brunet Wealth Management; Dba Financial Services
    Metairie, LA
Previous Registrations
  • 2002-07-25 → 2021-03-04
    Avantax Advisory Services
    Metairie, LA
Other Businesses

1)BRUNET WEALTH MANAGEMENT; METAIRIE, LA; INVESTMENT RELATED; FINANCIAL SERVICES/WEALTH MANAGEMENT; OWNER; SINCE 01/2015; 96 HRS/MO 2)RANDY M BRUNET CPA PC; METAIRIE, LA; NON-INVESTMENT RELATED; TAX PREP AND ACCOUNTING SERVICES; CPA; OWNER; SINCE 01/1984; 64 HRS/MO 3) NAME OF OTHER BUSINESS: N/A; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: NOTARY PUBLIC; START DATE: 1/1993; POSITION/TITLE/RELATIONSHIP: NOTARY PUBLIC; APX NUMBER OF HOURS PER WEEK: LESS THAN 1; APX NUMBER OF HOURS DURING TRADING HOURS: LESS THAN 1; BRIEF DESCRIPTION OF DUTIES: NOTARIZE DOCUMENTS;

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1993-09-29
  • S63 Uniform Securities Agent State Law Examination
    1993-09-29
Designations

View on SEC IAPD

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