Vasso Daniel Laforest

Current Employers

Employment History

• 09/1995 → Present
  Self-Employed
  Cadyville, NY
• 11/1996 → 09/2025
  Avantax Investment Services, Inc.
  Plattsburgh, NY
• 08/1998 → 09/2025
  Avantax Advisory Services
  Plattsburgh, NY
• 06/2015 → 12/2019
  Tax Ii, Llc
  Plattsburgh, NY
• 01/2024 → Present
  Vasso D. Laforest, Cpa
  Plattsburgh, NY
• 01/2024 → Present
  Laforest Realty
  Plattsburgh, NY
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Plattsburgh, NY
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2021-08-19 → 2025-09-05
  Avantax Advisory Services
  Plattsburgh, NY

Other Businesses

1) Zoning Board of Appeals~Banker Road~Plattsburgh~NY~12901~Other~Elected/Appointed Official~7/1/2014~3hrs~0hrs~review local zoning appeals 2) Rental Property~742 State Route 3~Plattsburgh~NY~12901~Rental Property Owner/Management~Owner/Sole Proprietor~1/20/2005~5hrs~2hrs~Landlord 3) First Financial Services~742 State Route 3~Plattsburgh~NY~12901~Tax Preparation/Accounting~Owner/Sole Proprietor~1/5/2006~80hrs~60hrs~Acctg/Tax Prep 4) ROMANS 11, LLC POSITION: MEMBER NATURE: Holding entity for rental real estate INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 01/06/2022 ADDRESS: 1309 Coffeen Ave, Ste 1200, Sheridan WY 82801, United States DESCRIPTION: Manage activity of the LLC related to rental property 5) VASSO LAFOREST POSITION: Owner NATURE: Creating websites for lead generations for customers by searching highly searched words/services in a city then create a website with those words/terms in hopes the site reaches the top selection when searched, create a phone number that is then automatically routed to a customer to serve that industry thereby creating leads to the customer. Industries selected are generally contractor types (towing, landscaping, window washing, etc) where someone needs to visit a customer. Not used for an investment related solicitation. If my ultimate customer is happy with we negotiate how much they will pay per month for the continuous leads. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 12/14/2021 ADDRESS: 742 State Route 3, Plattsburgh NY 12901, United States DESCRIPTION: Research business niches that have potential website traffic to capitalize on the traffic and direct that web traffic to a local business 6) LAFOREST REALTY INC POSITION: Owner/Sole Proprietor NATURE: Real Estate Brokerage Sales Residential, Commercial, and property management/ Broker Price Opinions INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 06/21/2004 ADDRESS: 742 State Route 3, Plattsburgh NY 12901, United States DESCRIPTION: Real Estate Brokerage Sales Residential, Commercial, and property management/ Broker Price Opinions 7) LAFOREST REALTY POSITION: Owner NATURE: Real estate brokerage for buyers and sellers of residential, commercial real estate. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 01/19/2024 ADDRESS: 742 State Route 3, Plattsburgh NY 12901, United States DESCRIPTION: Meet with buyers and sellers of real estate and engage the services of a realtor to assist in either transaction for a commission 8) VASSO D. LAFOREST, CPA POSITION: owner NATURE: Accounting and tax services, DBA for sole proprietor INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 120 START DATE: 01/09/2024 ADDRESS: 742 State Route 3, Plattsburgh NY 12901, United States DESCRIPTION: Prepare tax returns and provide accounting services to clients

Exams

• S63 Uniform Securities Agent State Law Examination
  1997-04-19

Other Names

• Vasso D Laforest
• Vasso D Laforest