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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-09-05 |
| TX | RA | APPROVED_RES | 2025-09-05 |
Branch Locations
900 North Kings Highway Suite 101, Cherry Hill, NJ 08034 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 1St Global Capital Corp. | Cherry Hill | NJ | 02/2014 | 10/2019 |
| 1St Global Advisors, Inc | Cherry Hill | NJ | 02/2014 | 10/2019 |
| Avantax Insurance Services, Inc. | Cherry Hill | NJ | 02/2014 | 09/2025 |
| Alloy, Silverstein, Shapiro, Adams, Mulford, Cicalese, Wilson & | Cherry Hill | NJ | 02/2014 | Present |
| Avantax Advisory Services | Cherry Hill | TX | 10/2019 | 09/2025 |
| Avantax Investment Services, Inc. | Cherry Hill | NJ | 10/2019 | 09/2025 |
| Cetera Wealth Services, Llc | Cherry Hill | NJ | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) ALLOY SILVERSTEIN FINANCIAL SERVICES, INC. POSITION: DIRECTOR OF FINANCIAL SERVICES NATURE: FINANCIAL SERVICES PRODUCTS INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 02/01/2014 ADDRESS: Cherry Hill NJ United States DESCRIPTION: FULL TIME POSITION; TRADING HOURS- ALL DAY;FULL TIME FINANCIAL ADVISOR.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1997-05-12 |
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