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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-06-03 |
| NY | RA | APPROVED | 2025-09-05 |
Branch Locations
East Islip, NY • United States
1885 Haw River Hopedale Rd, Burlington, NC 27217 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Avantax Investment Services, Inc. | New York | NY | 12/1999 | 09/2025 |
| Avantax Advisory Services | New York | NY | 12/1999 | 09/2025 |
| Garera Financial Consulting | Sayville | NY | 01/1996 | Present |
| Avantax Insurance Agency, Llc | Holbrook | NY | 08/2004 | 09/2025 |
| Mnr Designs Inc | Burlington | NC | 01/2019 | Present |
| Vincho Camp Development | Burlington | NC | 09/2015 | Present |
| Cetera Wealth Services, Llc | Burlington | NC | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) Garera Financial Consulting~'NIR'~302 astor drive~sayville~NY~11782~Accounting/Bookkeeping (No Tax Preparation)~President~1/1/1996~20hrs~5hrs~manage operations of office and supervise employees 2) Pristine Auto Sales~'NIR'~1726 hayden way~matthews~NC~28105~Other~President~1/1/2007~2hrs~0hrs~my office performs accounting functions and treats this business same as other corporate clients 3) Garera Financial Group~'NIR'~1353 S Main Street~Burlington~NC~27215~Tax Preparation/Accounting~Accountant/Bookkeeper~10/1/2006~10hrs~0hrs~Tax preparation and accounting-Payroll services. 4) Scott Garera~'NIR'~302 astor drive~sayville~NY~11782~Independent Insurance Agent~Insurance Sales Agent~11/1/1998~1hrs~0hrs~appointed with insurance companies. full HD Vest disclosure| 5) VINCHO CAMP DEVELOPMENT POSITION: SHAREHOLDER NATURE: THIS ENTITY IS A MANAGEMENT CORPORATION THAT ACCEPTS ALL RENTAL INCOME AND ADDRESSES ALL EXPENSES. IT IS A CORPORATION THAT COLLECTS MONTHLY ACH LEASE DEPOSITS AS WELL AS ADDRESSES ACCOUNTS PAYABLE SUCH AS REPAIRS AND UTILITIES. IT IS A PASSIVE ACTIVITY INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 09/07/2015 ADDRESS: 1885 Haw River Hopedale Rd, Burlington NC 27217, United States DESCRIPTION: ANNUAL AND MONTHLY ACCOUNTING SERVICES 6) ALLIANCE CONSULTING GROUP POSITION: Shareholder NATURE: Alliance Consulting Group is a NC Corporation that is not active. Garera Financial Group is a Corporation DBA as Alliance Consulting Group in Alamance County NC. Alliance Consulting Group Inc is not a active corporation. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2030 ADDRESS: 1353 S Main Street, Burlington NC 27215, United States DESCRIPTION: Not a active corporation- No activity. 7) MNR DESIGNS INC POSITION: SHAREHOLDER NATURE: MNR DESIGNS IS A NC CORPORATION THAT SPECIALIZES IN RESIDENTIAL REPAIR AND REMODELING ITEMS. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 01/08/2019 ADDRESS: 1885 Haw River Hopedale Rd, Burlington NC 27217, United States DESCRIPTION: I AM THE PRINCIPAL SHAREHOLDER. MY FIRM COMPLETES ANNUAL ACCOUNTING SERVICES. MNR DESIGNS PRIMARILY ADDRESSES ANY REPAIRS FOR THE OFFICE OR RESIDENTIAL RENTAL. 8) GF GROUP LLC POSITION: SHAREHOLDER NATURE: THIS IS AN INACTIVE ENTITY. IT IS NOT OPERATING AND IT OWNED 100% BY SCOTT GARERA. ENTITY IS HELD FOR THE NAME INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 12/20/2023 ADDRESS: 1885 Haw River Hopedale Rd, Burlington NC 27217, United States DESCRIPTION: SHAREHOLDER-IT IS NOT AN ACTIVE ENTITY
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1996-07-26 |
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