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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-09-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Beckers Tax Service | High Bridge | NJ | 01/2018 | Present |
| Sunrise Systems | Edison | NJ | 06/2016 | 06/2017 |
| United States Postal Service | Ringoes | NJ | 09/2015 | 12/2016 |
| Steve Becker Tax Services | High Bridge | NJ | 08/2013 | 01/2020 |
| Avantax Advisory Services | High Bridge | NJ | 08/2023 | 09/2025 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
BECKERS TAX SERVICE POSITION: Sole Proprietor NATURE: Sole proprietor of tax preparation business.Tax preparation for individuals, businesses, and estates, tax consulting, payroll services and Notary. INVESTMENT RELATED: No NUMBER OF HOURS: 75 SECURITIES TRADING HOURS: 60 START DATE: 01/01/2018 ADDRESS: 26 PATTON ST, HIGH BRIDGE NJ 08829, United States DESCRIPTION: Prepare and e-file individual tax returns.Prepare business and trust returns. Consult with clients regarding tax and other financial matters.Maintain computer and networked electronic peripherals. Notary.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-11-06 |
| S63 | Uniform Securities Agent State Law Examination | 2003-04-02 |
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