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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2025-09-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Avantax Investment Securities, Inc. | Enfield | CT | 09/2002 | 09/2025 |
| Rubman & Associates | Enfield | CT | 09/2002 | Present |
| Avantax Advisory Services | Enfield | CT | 09/2024 | 09/2025 |
| Cetera Wealth Services, Llc | Enfield | CT | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
Rubman & Associates~'NIR'~639 Enfield Street~Enfield~CT~06082~Tax Preparation/Accounting~Other~11/22/2002~80hrs~130hrs~assistant|Innovest Financial Services~'NIR'~639 Enfield Street~Enfield~CT~06082~Tax Preparation/Accounting~Employee~9/16/2004~80hrs~130hrs~tax preperation, clerical duties|
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-11-15 |
| S63 | Uniform Securities Agent State Law Examination | 2002-11-14 |
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