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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 |
|---|---|---|---|---|
| Avantax Investment Services, Inc. | Ewing | NJ | 10/1999 | 09/2025 |
| Avantax Advisory Serivces | Ewing | NJ | 12/1999 | 09/2025 |
| Maida Mackler Llc | Trenton | NJ | 01/2008 | Present |
| Maida & Maida Llc | Ewing | NJ | 01/2008 | Present |
| Cetera Wealth Services, Llc | Ewing | NJ | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) Maida & Maida, LLC 855 Parkway Ave Ewing NJ 08618 Accounting Services/Tax Preparation Owner 1/1/2008 140hrs~110hrs Chief Executive. 2) PRINCETON SENIOR RESOURCE CENTER POSITION: Trustee NATURE: Nonprofit INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 06/14/2016 ADDRESS: 101 Poor Farm Rd, Princeton NJ 08540, United States DESCRIPTION: member of Finance and Budget Committee. 3) JOHN P NUNZIATI ESTATE POSITION: Executor NATURE: Estate administration INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 15 START DATE: 11/28/2022 ADDRESS: 855 Parkway Ave., Ewing NJ 08618, United States DESCRIPTION: Gather and account for decedent's assets. prepare inheritance and estate income taxes, distribute assets as per will. 4) TRUST UNDER WILL OF JOHN P NUNZIATI POSITION: Trustee NATURE: Trustee of trust created by will of John P Nunziati for the benefit of Loretta Babuschak INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 11/28/2022 ADDRESS: 855 Parkway Ave., Ewing NJ 08618, United States DESCRIPTION: Pay entire net income of trust to Loretta Babuschak for her lifetime in at least quarter-annual intervals.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-10-25 |
| S63 | Uniform Securities Agent State Law Examination | 1999-09-09 |
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