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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| RI | RA | APPROVED | 2025-09-05 |
| TX | RA | APPROVED_RES | 2025-09-05 |
Branch Locations
30 Holley Street Suite 1- 5, Wakefield, RI 02879 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Joseph P. Matoney Cpa | Kingston | RI | 01/1977 | Present |
| Avantax Investment Services, Inc. | Kingston | RI | 07/2001 | 09/2025 |
| Avantax Advisory Services | Kingston | RI | 10/2004 | 09/2025 |
| Avantax Insurance Agency And/Or Avantax Insurance Services | Wakefield | RI | 05/2015 | 09/2025 |
| Cetera Wealth Services, Llc | Wakefield | RI | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) Joseph Matoney CPA; 30 Holley St, Wakefield, RI 02879; Tax Preparation/Accounting Owner/Sole Proprietor; 1/1/2010; 100hrs; 50hrs; prepare returns. 2) Matoney Tax & Financial; 30 Holley Street, Wakefield, RI 02879; Accounting, Tax Preparation/Accounting; 6/1/2015; 60hrs; 60hrs; tax preparation.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-06-23 |
| S63 | Uniform Securities Agent State Law Examination | 2002-01-30 |
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