Katherine Helen Schneider

Current Employers

Employment History

• 12/2008 → 01/2019
  Roberts S Blocker Cpa
  Morris Plains, NJ
• 12/2011 → 09/2025
  Avantax Insurance Services, Llc
  Morris Plains, NJ
• 12/2011 → 09/2025
  Avantax Advisory Services
  Morris Plains, NJ
• 12/2011 → 09/2025
  Avantax Investment Services, Inc.
  Morris Plains, NJ
• 08/2015 → 12/2016
  James A Lynch, Cpa
  Boonton, NJ
• 12/2016 → 12/2019
  Garden State Income Tax Services
  Rockaway, NJ
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Morris Plains, NJ
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2019-01-29 → 2025-09-05
  Avantax Advisory Services
  Morris Plains, NJ
  Cedar Knolls, NJ
  Morris Plains, NJ
  Morris Plains, NJ
  Dallas, TX
• 2012-04-12 → 2014-09-02
  Avantax Advisory Services
  Morris Plains, NJ
• 2010-07-28 → 2012-04-19
  National Planning Corporation
  Sparta, NJ
  Whitehouse Station, NJ
  Sparta, NJ

Other Businesses

1) KATHERINE SCHNEIDER LLC DBA KATHERINE SCHNEIDER CPA POSITION: owner/member NATURE: Katherine Schneider LLC is my tax practice. I prepare tax returns, tax projections and provide tax planning for up to 100 clients.I occasionally also use a DBA of Katherine Schneider CPA INVESTMENT RELATED: No NUMBER OF HOURS: 60 SECURITIES TRADING HOURS: 60 START DATE: 01/01/2021 ADDRESS: 240 Cedar Knolls Rd., Suite 305, Cedar Knolls NJ 07927, United States DESCRIPTION: The duties and responsibilities include interacting with clients, the IRS and state tax departments regarding a clients tax situation. I have up to 100 clients, most are individual tax returns, but I have a small amount of trusts and businesses.

Exams

• S63 Uniform Securities Agent State Law Examination
  2007-03-23
• S66 Uniform Combined State Law Examination
  2004-02-20

Designations