Roseann Cretella

Current Employers

Employment History

• 07/1991 → Present
  Tax On Wheels, Inc
  Staten Island, NY
• 05/2002 → 09/2025
  Avantax Investment Services, Inc.
  Staten Island, NY
• 03/2004 → 09/2025
  Avantax Advisory Services
  Staten Island, NY
• 01/2003 → 09/2025
  Avantax Insurance Agency, Llc
  Staten Island, NY
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Staten Island, NY
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2022-01-03 → 2025-09-05
  Avantax Advisory Services
  Staten Island, NY
  Dallas, TX

Other Businesses

1) MID-ISLAND BABE RUTH LEAGUE INC~1322 TRAVIS AVE~STATEN ISLAND~NY~10314~Accounting~Treasurer/Comptroller~10/3/2008~10hrs~0hrs~BOOKKEEPING AND TAX PREPARATION 2) Tax On Wheels Inc~'NIR'~1164 Rockland Ave~Staten Island~NY~10314~Accounting Services/Tax Preparation~Owner~1/7/1991~120hrs~90hrs~I prepare all tax returns. In addition, I prepare all quarterly tax returns and provide bookkeeping services.| 3) CHURCH OF ST ANDREW POSITION: VESTRY MEMBER NATURE: I am in the Finance Committee along with 7 other parishoners. The treasurer prepares the financial statements and the committee reviews the information with the Rector. We propose where the money will be spent on assessments, special projects etc. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/26/2020 ADDRESS: 1164 Rockland Avenue, Staten Island NY 10314, United States DESCRIPTION: I am one of the finance committee members. I review the financials at our monthly meetings along with 7 other people and the Rector. I do not receive any compensation. 4) LILLIAN LIZARDI POSITION: EXECUTRIX NATURE: I am the executrix of her will. I am in charge of selling her home. Presently, the house is on the market. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 10/30/2021 ADDRESS: 1164 Rockland Avenue, Staten Island NY 10314, United States DESCRIPTION: I am in charge of selling her home. Presently, the house is on the market. 5) I do not receive any compensation; Power of Attorney; Fiduciary Appointment; NIR; 5; 05/01/1993; 2010 Clove Road Staten Island NY 10314; I complete applications for medical or any other paperwork

Exams

• S63 Uniform Securities Agent State Law Examination
  2002-05-01