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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2025-09-05 |
| TX | RA | APPROVED_RES | 2025-09-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tami Maltese C.P.A. | Sidney | MT | 01/1982 | Present |
| Avantax Investment Services, Inc. | Sidney | MT | 03/2002 | 09/2025 |
| Avantax Advisory Services | Sidney | MT | 06/2004 | 09/2025 |
| Manzanita Llc | Sidney | MT | 08/2014 | Present |
| Fiduciary Trust | Sidney | MT | 06/2017 | 07/2020 |
| Tami Maltese M.S. C.P.A. C.F.P. | Sidney | MT | 08/1984 | Present |
| Avantax Insurance Agency, Llc | Sidney | MT | 10/2008 | 09/2025 |
| Rc Financial Services, Llc | Sidney | MT | 08/2019 | 06/2021 |
| Maltese Financial Services Llc | Sidney | MT | 06/2021 | Present |
| Cetera Wealth Services, Llc | Sidney | MT | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) Investment Club-BSML~1211 16th Ave SW~Sidney~MT~59270~Club/Association Director/Officer~Partner/General Partner~7/1/1998~1hrs~0hrs~Member 2) Manzanita LLC~113 W Main St~Sidney~MT~59270~Accounting/Bookkeeping (No Tax Preparation)~Accountant/Bookkeeper~8/7/2014~1hrs~1hrs~Manager and pay bills 3) St Matthew's Finance Council~310 7th St SE~Sidney~MT~59270~Club/Association Director/Officer~Director/Officer~6/1/2012~3hrs~0hrs~Church Finance Council Member 4) Tami Maltese M.S. C.P.A. C.F.P.~113 W Main St~Sidney~MT~59270~Accounting Services/Tax Preparation~Owner~8/1/1984~80hrs~80hrs~CPA and Income Taxes 5) SHINNICK MEMORIAL CHARITABLE FOUNDATION INC~113 W MAIN ST~SIDNEY~MT~59270~Board Position/Officer~Other~7/15/2019~1hrs~1hrs~I AM ON THE BOARD OF DIRECTORS AND PRESIDENT OF THE ORGANIZATION. 6) MALTESE FINANCIAL SERVICES LLC; POSITION: Member NATURE: Income Tax and Accounting Practice INVESTMENT RELATED: No NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 06/01/2021 ADDRESS: 113 W. Main St., Sidney MT 59270, United States DESCRIPTION: Income tax preparation Accounting services Payroll services 7) MALTESE FINANCIAL SERVICES LLC; POSITION: Member NATURE: Avantax Investment Advisor INVESTMENT RELATED: Yes NUMBER OF HOURS: 90 SECURITIES TRADING HOURS: 90 START DATE: 06/01/2021 ADDRESS: 113 W. Main St., Sidney MT 59270, United States DESCRIPTION: Investment Advisor Financial Planning
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-12-11 |
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