Anthony Defranco

Current Employers

Employment History

• 01/1997 → 09/2025
  Avantax Advisory Services
  West Orange, NJ
• 07/1992 → Present
  Couto, Defranco & Magone, P.A.
  South Orange, NJ
• 07/1996 → 09/2025
  Avantax Investment Services, Inc.
  West Orange, NJ
• 08/2017 → 09/2025
  Avantax Insurance Agency, Llc
  West Orange, NJ
• 07/1992 → Present
  Couto Defranco, Pa
  West Orange, NJ
• 01/1995 → 10/2022
  Two Family House Rental
  Union, NJ
• 09/2025 → Present
  Cetera Wealth Services, Llc
  West Orange, NJ
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 07/2026 → Present
  Couto Defranco Wealth Management
  West Orange, NJ

Previous Registrations

• 2002-07-02 → 2025-09-05
  Avantax Advisory Services
  South Orange, NJ

Other Businesses

1) Fiduciary Appointment Trustee 36 Hunt Place Rye NY 10580 10/15/2009 0hrs~0hrs Nothing since life insurance proceeds have not been paid into the trust. 2) Rotary Club of South Orange NT Foun P.O. Box 311 South Orange NJ 07079 Board Position/Officer Other 1/1/2007 4hrs~0hrs Treasurer, pay bills, deposit funds. 3) Couto DeFranco, PA 300 Executive Drive West Orange NJ 07052 Accounting Services/Tax Preparation Owner 7/1/1992 160hrs~80hrs Prepare returns, perform accounting. 4) Rotary Club of South Orange P.O. Box 311 South Orange NJ 07079 Board Position/Officer Other 1/1/2007 4hrs~0hrs Meetings, checkbook maintenance. 5) Anthony DeFranco, Jr./Owner 300 Executive Drive West Orange NJ 07052 Independent Insurance Agent Insurance Sales Agent 5/1/2005 8hrs~0hrs Reviewing, analyzing insurance policies and recommending and implementing insurance policies. 6) South Orange Chamber of Commerce 76 South Orange Ave. South Orange NJ 07079 Board Position/Officer Other 1/1/2007 4hrs~0hrs Board meetings to plan networking events. 7) Lake Naomi Club 122 PA 423~Pocono Pines PA 18350~Board Position/Officer Other 1/1/2019 8hrs~8hrs Title - Trustee Duties consist of attending meetings, addressing issues and voting/decision making. 8) Fiduciary Appointment Trustee 36 Hunt Place Rye NY 28~1/1/1995 0hrs~0hrs I do nothing currently. If the insured dies and proceeds are paid into the trust, I will have to prepare distribution checks. 9) ODELL FINANCIAL SERVICES POSITION: President through Couto DeFranco, P.a. NATURE: Accounting and tax service for the clients previously associated with this entity. INVESTMENT RELATED: No NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 60 START DATE: 07/01/2019 ADDRESS: 300 Executive Drive, Ste 200, West Orange NJ 07052, United States DESCRIPTION: Accounting and tax services. 10) REG ALLIANCE POSITION: President NATURE: This is the trading as name of a accounting practice we purchased which is part of our CPA firm Couto DeFranco, P.A. It is not a separate entity. INVESTMENT RELATED: No NUMBER OF HOURS: 75 SECURITIES TRADING HOURS: 35 START DATE: 10/01/2016 ADDRESS: 300 Executive Drive, Ste 200, West Orange NJ 07052, United States DESCRIPTION: Tax return preparation and accounting for clients. 11) ORANGE/WEST ORANGE UNICO FOUNDATION POSITION: Member of the Board of Directors NATURE: Board Position/Officer.I am being asked to serve on a 7-person committee which is a scholarship committee for recently inherited funds. These funds are required (based on the last will and testament of the decedent) to be deposited into a U.S. Government funds. A U.S. government long-term bond will be purchased and the interest will be used for annual scholarships. I will not be the financial advisor and will not establish an account for this purpose. Any decision for the use or investment of these funds will be made by the Board of Directors. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2008 ADDRESS: P.O. Box 7106, West Orange NJ 07052, United States DESCRIPTION: Board meetings to discuss activities for fundraising and policies. 12) NAME OF OTHER BUSINESS: COUTO DEFRANCO WEALTH MANAGEMENT INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 07/2026 POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL/PRESIDENT APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;

Exams

• S63 Uniform Securities Agent State Law Examination
  1998-09-29

Designations

Other Names

• Anthony Jr Defranco