John Anthony Culhane

Current Employers

Employment History

• 11/1994 → Present
  John A. Culhane, Cpa
  Monroe, CT
• 11/1996 → 09/2025
  Avantax Investment Services, Inc.
  Monroe, CT
• 07/2012 → 09/2025
  Avantax Insurance Agency, Llc
  Monroe, CT
• 11/2019 → Present
  Fiduciary Appointment
  Monroe, CT
• 07/1998 → 09/2025
  Avantax Advisory Services
  Monroe, CT
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Monroe, CT
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 07/2017 → Present
  Cincinnati Insurance Co
  Cincinnati, OH

Previous Registrations

• 1998-07-13 → 2025-09-05
  Avantax Advisory Services
  Monroe, CT
  Monroe, CT

Other Businesses

|Cincinnati Insurance Co~'NIR'~755 Main PO box 145496~Cincinnati~OH~45250~Insurance Agent~Insurance Sales Agent~7/25/2017~1hrs~1hrs~Fixed Life Products|John A. Culhane~'NIR'~500 Purdy Hill Rd~Monroe~CT~06468~Rental Property Owner/Management~Partner/General Partner~1/1/2009~1hrs~0hrs~Rental manager owns with mother and brother.|Rental Property~'NIR'~500 Purdy Hill Rd~Monroe~CT~06468~Real Estate~Partner/General Partner~7/25/2017~1hrs~0hrs~Collecting rent|John A. Culhane CPA~'NIR'~755 Main Street Bldg1~Monroe~CT~06468~Tax Preparation/Accounting~Owner/Sole Proprietor~12/11/2009~160hrs~0hrs~CPA responsible for the perparation of various tax returns|Fiduciary Appointment-Trustee~'NIR'~755 Main Street Bldg 4~Monroe~CT~06468~11/12/2019~10 hours for approx 9 monthshrs~0hrs~Working with co-trustee and attorney collecting assets|

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-10-01
• S63 Uniform Securities Agent State Law Examination
  1996-12-19

Designations

Other Names

• John Anthony Culhane