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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
DE RA APPROVED 2025-09-05
  • DE RA
    APPROVED
    Since 2025-09-05

Branch Locations

4550 Linden Hill Road, Wilmington, DE 19808 • 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
Avantax Investment Services, Inc. Wilmington DE 10/1999 09/2025
Avantax Advisory Services Wilmington DE 07/2000 09/2025
Geonese & Associates, P.A. New Castle DE 08/2008 Present
Genoese & Associates, P.A. Wilmington DE 08/2008 Present
Avantax Insurance Agency, Llc Wilmington DE 03/2018 09/2025
Cetera Wealth Services, Llc Wilmington DE 09/2025 Present
Cetera Investment Advisers Llc Schaumburg IL 09/2025 Present
  • 10/1999 → 09/2025
    Avantax Investment Services, Inc.
    Wilmington, DE
  • 07/2000 → 09/2025
    Avantax Advisory Services
    Wilmington, DE
  • 08/2008 → Present
    Geonese & Associates, P.A.
    New Castle, DE
  • 08/2008 → Present
    Genoese & Associates, P.A.
    Wilmington, DE
  • 03/2018 → 09/2025
    Avantax Insurance Agency, Llc
    Wilmington, DE
  • 09/2025 → Present
    Cetera Wealth Services, Llc
    Wilmington, DE
  • 09/2025 → Present
    Schaumburg, IL
Previous Registrations
  • 2000-07-05 → 2025-09-05
    Avantax Advisory Services
    Wilmington, DE
    Wilmington, DE
Other Businesses

1) Leo A Crispi Sr. Family Partnership 4550 New Linden Hill Rd, Suite 100-B~Wilmington~DE~19808~Real Estate/Mortgage/Title Services/Appraisal~Partner/General Partner~10/1/2002~1hrs~0hrs~Manager 2) Genoese & Associates, P.A. 4550 New Linden Hill Rd, Suite 100-B~Wilmington~DE~19808~Tax Preparation/Accounting~President~8/1/2008~160hrs~160hrs~tax prep, business consulting, payroll, bookkeeping, acctg| 3) GENOESE DEVELOPMENT COMPANY POSITION: Partner/General Partner NATURE: Real Estate/Mortgage/Title Services/Appraisal INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 04/10/1988 ADDRESS: 4550 Linden Hill Rd, Suite 100, Wilmington DE 19808, DESCRIPTION: Bookkeeping, General Partner 4) GENOESE & ASSOCIATES, P.A. POSITION: President NATURE: CPA Firm Services. Tax Preparation/Accounting INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 07/02/2008 ADDRESS: 4550 Linden Hill Rd., Suite 100, Wilmington DE 19808, DESCRIPTION: Tax Preparation, Tax Planning, Business Consulting, Payroll, Bookkeeping, Accounting. 5) LEO A CRISPI SR. FAMILY PARTNERSHIP POSITION: Partner/General Partner NATURE: Real Estate/Mortgage/Title Services/Appraisal INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/25/2002 ADDRESS: 4550 Linden Hill Rd,, Suite 100, Wilmington DE 19808, United States DESCRIPTION: General Partner / Manager

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 1999-10-19
  • S66 Uniform Combined State Law Examination
    1999-10-19
Other Names
  • Lee Genoese
  • Leandro Genoese

View on SEC IAPD

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