Maryanne Bohlinger

Current Employers

Employment History

• 03/1991 → Present
  Mary Anne Bohlinger, Cpa
  Ewing, NJ
• 09/2005 → 10/2019
  1St Global Capital Corp.
  Ewing, NJ
• 02/2006 → 10/2019
  1St Global Advisors, Inc.
  Ewing, NJ
• 06/2007 → 09/2025
  Avantax Insurance Services, Inc.
  Ewing, NJ
• 10/2019 → 09/2025
  Avantax Investment Services, Inc.
  Ewing, NJ
• 10/2019 → 09/2025
  Avantax Advisory Services
  Ewing, NJ
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Ewing, NJ
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2019-10-25 → 2025-09-05
  Avantax Advisory Services
  Dallas, TX
  Ewing, NJ
  Ewing, NJ
  Dallas, TX
• 2006-02-13 → 2019-10-25
  1St Global Advisors Inc
  Ewing, NJ
  Ewing, NJ

Other Businesses

1) MARY ANNE BOHLINGER, CPA ; OTHER;SELF-EMPLOYED TAX & ACCOUNTING NATURE: IR; HRS: 0 SEC TRADING HRS: 0; 03/01/1991; CPA firm 2) 94 ENTERPRISE LLC; Managing Member; Buys residential homes to rent out; IR; HRS: 2; HRS: 0; 02/27/2017; Hinckle Ave,Ewing NJ; Bookkeeping for income and expenses. 3) SALES-EQUITY INDEX ANNUITY; Financial Advisor; Sale of Equity/Fixed Index Annuity product.; IR; HRS:2; HRS:0; 07/10/2018; 32 West Upper Ferry Road; Ewing NJ 08628; Evaluate client's tax/financial risk profile and determine need of adding a Fixed/Equity Index Annuity product to their portfolio. 4) KM CONSULTING ENGINEERS, INC (A NJ CORPORATION); CFO; ENGINEERING CONSULTING IT; HRS: 6; HRS:0; 03/01/1994; 262 Upper Ferry Road, Ewing NJ 08628; ACCOUNTING; CFO OF KM CONSULTING ENGINEERS, INC 5) 262 ENTERPRISE LLC; MANAGING MEMBER; RENTAL REAL ESTATE; NIR; HRS: 2; HRS: 0; 09/01/2015 ADDR: 9 Forest Lane, Ewing NJ 08628, United States; Purchase and rental of comm bldg; Prop will be owned by 262 enterprise LLC, rented to KM Consulting Engineers Inc. Bookkeeping, banking, tax return prep. 6) MA BOHLINGER CPA INC.; Minority Shareholder; Entity is S-Corp, assumes the clients and svcs currently provided by my CPA firm; NIR; HRS 32; HRS: 16; 01/01/2020; 32 West Upper Ferry Road, Ewing NJ 08628; Provide tax services including tax planning, estimating and returns. 7) MAB BUSINESS SERVICES, LLC; EWING, NJ; OWNER; BUSINESS CONSULTING; BUSINESS FORMATION AND REGISTRATION WITH STATE AND IRS;TAX RETURN PREPARATION AS OWNER AND ALSO AS CONSULTANT; NIR; HRS:40; HRS:113; 10/01/2010; 32 West Upper Ferry Rd; Ewing NJ 08628, United States; MEET WITH CLIENTS, ADVISE ON STEPS TO FORM NEW BUSINESS ENTITY; 8) SOJO HOLDINGS LLC - SOJO INDUSTRIES; Inv; Passive inv, through receiving a convertible promissory note in exchange for a cash investment. Sojo Industries is an industrial automation business utilizing automation and robotics to deliver variety a assembly solutions. NIR; HRS: 1; HRS: 0; 05/13/2022; 220 Rittenhouse Circle, Bristol PA 19007; No duties 9) WEALTHSPRING FINANCIAL PARTNERS POS: Advisor NATURE: Financial Services. INV RELATED: No # OF HRS: 120 SEC TRADING HRS: 120 START DATE: 11/01/2022 ADDR: 200 Valley Road, Suite 300, Mt. Arlington NJ 07856 DESC: Provide financial svcs to clients. 10) AEI NET LEASE PORTFOLIO 21 DST; Investor; Comm prop rentals NIR; HRS: 0; HRS 0; 07/26/2023; AEI Capital Corp, 1300 Wells Fargo Place/30 East Seventh St., St. Paul MN 55101; This is a passive inv no active day-to-day duties or responsibilities. 11) IPC INDUSTRIAL PORTFOLIO DST; Investor; Comm rental real estate NIR; HRS 0; HRS: 0; 08/22/2023; Inland Private Capital Corp, 2901 Butterfield Road, Oak Brook IL 60523; No day-to-day responsibilities or activities. 12) TRUSTEE FOR M.A.B. SUPPLEMENTAL BENEFITS TRUST; TRUSTEE; TRUST; IR; HRS 1; HRS: 0; 12/05/2015; ADDRESS: Ewing NJ 08628; Safeguard assets and determine necessity to make disbursements.

Exams

• S66 Uniform Combined State Law Examination
  2006-01-19
• S65 Uniform Investment Adviser Law Examination
  1999-12-11
• S63 Uniform Securities Agent State Law Examination
  1996-08-13

Designations

Other Names

• Mary Anne Bohlinger
• Maryanne Godlewski
• Mary Anne Bohlinger