Elizabeth Scafa

Current Employers

Employment History

• 03/2004 → 09/2025
  Avantax Investment Services, Inc.
  Pennington, NJ
• 03/2004 → 09/2025
  Avantax Advisory Services
  Pennington, NJ
• 02/2012 → 07/2020
  Classic Mortgage Llc
  Maywood, NJ
• 12/2015 → 09/2025
  Avantax Insurance Agency, Llc
  Pennington, NJ
• 04/2016 → Present
  Athene Insurance Agent
  Melville, NY
• 11/2016 → 01/2023
  Greenway Mortgage
  Spring Lake, NJ
• 07/2005 → 12/2018
  David J Scafa, Cpa, Pfs
  Pennington, NJ
• 08/2009 → Present
  Scafa Professional Center Llc
  Pennington, NJ
• 01/2025 → Present
  Truplan Financial Advisors
  Pennington, NJ
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Pennington, NJ
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2004-04-06 → 2025-09-05
  Avantax Advisory Services
  Pennington, NJ
• 2002-06-20 → 2004-03-02
  Morgan Stanley Dw Inc.
  Lawrencevill, NJ

Other Businesses

1) Scafa Financial Services, LLC 54 Route 31 N~Pennington~NJ~08534 Owner/Sole Proprietor~3/1/2004~140hrs~6hrs~operational/marketing name only 2) Athene Insurance Agent 600 BroadHollow Rd, Suite 200~Melville~NY~11747~Insurance Agent~Insurance Sales Agent~4/1/2016~2hrs~2hrs~Offer fixed products not available through H.D. Vest 3) SCAFA PROFESSIONAL CENTER LLC POS: Owner NATURE: Rental property owner/manager. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2009 ADDR: 54 Route 31 N, 1st floor, Pennington NJ 08534, DESC: Joint owner with husband of rental property 4) MERCER COUNTY ESTATE PLANNING COUNCIL POS: member NATURE: Council of estate planners and estate planning related specialists such as insurance agents, estate planning attorneys, etc. Meetings are held 5 times per year to educate and provide networking opportunities for members. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2022; 100 Federal City Road, Building C, Suite 104, Lawrenceville NJ 08648; I personally have no duties or responsibilities regarding this OBA. I am simply a member. 5)LV LIVING TRUST POS: Trustee NATURE: Living trust for Louise J. Vlatys who is my aunt. INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 03/03/2020 ADDR: 54 Route 31 N, 1st floor, Pennington NJ 08534, United States DESC: I am co-trustee for the LV Living Trust. My aunt is a single individual with no children and I am the closest relative to help with handling her financial affairs. 6) MARCELLA C BASSO LIVING TRUST POS: Trustee - Marcella C Basso Irrevocable Trust NATURE: Marcella Basso passed away on 12/16/2022. Her Living Trust became irrevocable with her passing. I terminated the OBA as trustee of her Living Trust and am disclosing my position as trustee on her Trust which is now irrevocable. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 12/16/2022 ADDR: 54 Route 31 N, 1st floor, Pennington NJ 08534, United States DESC: Along with co-trustee, Mary Basso (my sister), we will distribute our Mother's assets according to her trust. 7) MRK FINANCIAL SOLUTUIONS POS: Advisor NATURE: Providing investment services to clients INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 05/23/2023 ADDR: 3020 Harbor Lane N, Plymouth MN 55447, United States DESC: Meet with clients to discuss their risk tolerance and financial needs and to provide investment recommendations. 8) TRUPLAN FINANCIAL ADVISORS POS: Senior Wealth Advisor NATURE: Independent financial services firm INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 01/31/2025 ADDR: 54 Route 31N, 1st floor, Pennington NJ 08534, United States DESC: As a financial advisor, prepare financial plans for clients and manage their investment accounts

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-06
• S63 Uniform Securities Agent State Law Examination
  1999-11-23

Designations

Other Names

• Elizabeth Basso