Robin Louise Clay

Current Employers

Employment History

• 05/2001 → 01/2017
  Birett & Detwiler Assoc
  Telford, PA
• 05/2001 → 10/2020
  Avantax Investment Services, Inc.
  Souderton, PA
• 08/2005 → 10/2020
  Avantax Advisory Services
  Souderton, PA
• 08/2014 → 01/2017
  Homewood Suites
  Warrington, PA
• 04/2003 → 10/2020
  Avantax Insurance Agency, Llc
  Souderton, PA
• 01/2017 → Present
  Robin L Clay Dba Tax Returns Plus Financial Services
  Souderton, PA
• 10/2020 → Present
  Cetera Financial Specialists Llc
  Schaumburg, IL
• 10/2020 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2005-08-17 → 2020-11-02
  Avantax Advisory Services
  Telford, PA
  Souderton, PA

Other Businesses

1) NAME OF OTHER BUSINESS: ROBIN L CLAY DBA TAX RETURNS PLUS FINANCIAL SERVICES; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: TAX PREPARATION AND PLANNING; START DATE: 02/2018; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: VARIES; APX NUMBER OF HOURS DURING TRADING HOURS: VARIES; BRIEF DESCRIPTION OF DUTIES: PREPARATION OF TAXES, RESPONSES TO TAX LETTERS, TAX PLANNING, POA FOR CLIENTS WITH IRS; 2) NAME OF OTHER BUSINESS: N/A INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: NOTARY, START DATE: 06/2013, POSITION/TITLE/RELATIONSHIP: NOTARY, LESS THAN ONE HOUR PER WEEK, MAYBE DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: NOTARY SERVICES;

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-07-22
• S63 Uniform Securities Agent State Law Examination
  2001-07-13

Other Names

• Robin Louise Birett