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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 |
| TX | RA | APPROVED_RES | 2025-09-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American Portfolios Financial Services, Inc. | Brooklyn | NY | 08/2009 | 11/2023 |
| Blueprint Wealth Alliance, Llc | Brooklyn | NY | 07/2016 | 08/2017 |
| American Portfolios Advisors, Inc | Brooklyn | NY | 08/2009 | 11/2023 |
| Retirement Help Group | Brooklyn | NY | 03/2010 | Present |
| Avantax Investment Services Inc. | Brooklyn | NY | 12/2023 | 09/2025 |
| Avantax Advisory Services | Brooklyn | NY | 12/2023 | 09/2025 |
| Avantax Insurance Agency, Llc | Brooklyn | NY | 12/2023 | 09/2025 |
| Retirement Help Group | Brooklyn | NY | 03/2010 | Present |
| Cetera Wealth Services, Llc | Brooklyn | NY | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1)RETIREMENT HELP GROUP POSITION: FINANCIAL ADVISOR NATURE: We offer investment planning, retirement planning, tax planning, financial planning and estate planning services under this DBA. INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 120 START DATE: 03/01/2010 ADDRESS: 9712 3rd Ave, Suite 1, Brooklyn NY 11209, United States DESCRIPTION: Meeting with clients to review their financials towards retirement.prospecting and servicing current clients,forging new relationships and maintaining them over a long period of time
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-01-25 |
| S63 | Uniform Securities Agent State Law Examination | 2000-08-21 |
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