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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-09-05 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Johnston & Parakyrikos Cpa`S | Brighton | MA | 12/1987 | 01/2017 |
| Avantax Investment Services, Inc. | Boston | MA | 11/1996 | 09/2025 |
| Avantax Advisory Services | Boston | MA | 07/2017 | 09/2025 |
| Maa Gauri Corp D.b.a Franklin Market Wine & Spirits | Melrose | MA | 08/2025 | Present |
| Cetera Wealth Services, Llc | Boston | MA | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
| 29 East Street Win Llc | Wayland | MA | 05/2026 | Present |
1) OMT Realty LLC~'NIR'~3 Leland St~Grafton~MA~01519~Rental Property Owner/Management~Member of the Board of Directors~6/15/2005~5hrs~0hrs~accounting & tax 2) ROBERT J. JOHNSTON, CPA POSITION: Owner NATURE: Tax & Accounting Services INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 100 START DATE: 01/01/2017 ADDRESS: 444 Washington Street, Boston MA 02135, United States DESCRIPTION: Tax Preparation/ Accounting 3) 4 TECH CIRCLE LLC POSITION: LLC Member NATURE: Rental Property INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 09/16/2016 ADDRESS: 321 Commonwealth Road, Wayland MA 01778, United States DESCRIPTION: None-minority passive investor 4) MAA GAURI CORP D.B.A FRANKLIN MARKET WINE & SPIRITS POSITION: DIRECTOR NATURE: This is a retail business engaged in the sale of wine, spirits, and related beverage products to the general public. The store operates under applicable state and local liquor licensing regulations and does not involve any financial or investment-related services INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2025 ADDRESS: 463 Franklin Street, Melrose MA 02176, United States DESCRIPTION: Responsibilities are primarily administrative and include occasional oversight of business operations, inventory review, and strategic planning. No securities, investment, or financial planning services are offered through this business, and it operates independently from my role with Avantax. 5) NAME OF OTHER BUSINESS: 29 EAST STREET WIN LLC; INVESTMENT RELATED: NO; ADDRESS: 321 COMMONWEALTH ROAD, WAYLAND, MA 01778; NATURE OF BUSINESS: REAL ESTATE RENTAL; START DATE: 5/2026; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: PASSIVE LLC MEMBER;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-07-19 |
| S63 | Uniform Securities Agent State Law Examination | 1997-02-14 |
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