Gary Andrew Debellis

Current Employers

Employment History

• 01/2001 → 10/2019
  1St Global Capital Corp
  Rochester, NY
• 09/1999 → Present
  Dkcb Financial Advisors, Llc
  Rochester, NY
• 06/2007 → 10/2019
  1St Global Advisors, Inc.
  Rochester, NY
• 06/2007 → 09/2025
  Avantax Insurance Services, Inc.
  Rochester, NY
• 08/2007 → Present
  Davie Kaplan, Cpa, P.C.
  Rochester, NY
• 01/2001 → Present
  Davie Kaplan Wealth Care Advisors,Llc
  Rochester, NY
• 10/2019 → 09/2025
  Avantax Investment Services, Inc.
  Rochester, NY
• 10/2023 → 09/2025
  Avantax Advisory Services
  Rochester, NY
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Rochester, NY
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2023-10-24 → 2025-09-05
  Avantax Advisory Services
  Dallas, TX
  Rochester, NY
  Rochester, NY

Other Businesses

1) DAVIE KAPLAN WEALTH CARE ADVISORS, LLC (FORMERLY DKCB WEALTH CARE ADVISORS, LLC) POSITION: REGISTERED INVESTMENT ADVISOR, MEMBER NATURE: FINANCIAL SERVICES; INSURANCE INVESTMENT RELATED: YES NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 25 START DATE: 06/01/2006 ADDRESS: ROCHESTER NY 14616, UNITED STATES DESCRIPTION: REFERRING ADVISOR 2) DKCB FINANCIAL ADVISORS, LLC POSITION: REGISTERED INVESTMENT ADVISOR NATURE: FINANCIAL SERVICES INVESTMENT RELATED: YES NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 25 START DATE: 9/1999 DESCRIPTION: REFERRAL - REFER HIGH NET WORTH CLIENTS TO RIA AS APPROPRIATE. 3) DAVIE KAPLAN WEALTH CARE ADVISORS, LLC (RIA) POSITION: INVESTMENT ADVISER REPRESENTATIVE, NATURE: RIA, INVESTMENT RELATED: YES NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 25 START DATE: 1/2001 DESCRIPTION: FINANCIAL PLANNING 4) DAVIE KAPLAN WEALTH CARE ADVISORS, LLC(INSURANCE) POSITION: ADVISOR NATURE: INSURANCE INVESTMENT RELATED: YES DESCRIPTION: CONDUCTS INSURANCE SALES/REFERRALS 5) INDEPENDENT TRUSTEE FOR AMY SHAFFER SLAT POSITION: INDEPENDENT TRUSTEE NATURE: BASED ON A RECENT SUPREME COURT DECISION, CLIENT'S LEGAL TEAM HAS IDENTIFIED THE NEED FOR THIS TRUST TO HAVE AN INDEPENDENT TRUSTEE FOR THE PURPOSE OF DISTRIBUTIONS FROM AN INTEREST IN AN LLC TO THE SLAT AND DISSOLUTION OF THE LLC DECISION MAKING. INVESTMENT RELATED: NO NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 07/31/2023 ADDRESS: 4420 EXETER DRIVE, APT L206, LONGBOAT KEY FL 34228, UNITED STATES DESCRIPTION: BASED ON A RECENT SUPREME COURT DECISION, CLIENT'S LEGAL TEAM HAS IDENTIFIED THE NEED FOR THIS TRUST TO HAVE AN INDEPENDENT TRUSTEE FOR THE PURPOSE OF DISTRIBUTIONS FROM AN INTEREST IN AN LLC TO THE SLAT AND DISSOLUTION OF THE LLC DECISION MAKING.UPDATED 7/26/2023 - GARY HAS KNOWN THE SHAFFERS IN A PROFESSIONAL ROLE SINCE THE MID 1990'S. HE IS THEIR CPA FOR PERSONAL, BUSINESS AND TRUST ACCOUNTING NEEDS. THE INDEPENDENT TRUSTEE ROLE BEING ASKED OF GARY INVOLVES CALCULATIONS THAT HE HAS IN-DEPTH KNOWLEDGE OF BASED ON HIS PAST AND CURRENT ROLES WITH THE FAMILY. THE MEMBERS OF THE LLC WILL UTILIZE GARY'S CALCULATIONS TO VOTE FOR OR AGAINST THE FINAL DISTRIBUTION. GARY WILL NOT BE A VOTING MEMBER. SPECIFIC TO THE INVESTMENTS WHICH ARE CURRENTLY HELD AT VANGUARD AND T ROWE PRICE THE CURRENT PROPOSAL IS TO MOVE THE MUTUAL FUNDS TO MANNING AND NAPIER WHOM IS A MONEY MANAGER AND HAS WORKED WITH THE CLIENTS FOR MANY YEARS. THEY WILL UTILIZE THE STRONG RELATIONSHIP THEY ALREADY HAVE WITH THEIR ADVISOR AND CONTINUE THE FUNDS IN A MANNER THAT THE TRUST DEEMS BEST SUITED FOR THE BENEFICIARIES. GARY WILL NOT HAVE ACCESS TO ANY DECISION MAKING WHEN IT COMES TO ANY OF THE TRUST ASSETS. 6) DAVIE KAPLAN, CPA, P.C.; CPA FIRM, AFFILIATED PARTNER; NIR; 08/01/2007;

Exams

• S66 Uniform Combined State Law Examination
  2001-02-06

Designations