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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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 1St Global Capital Corp. | West Chatham | MA | 09/1999 | 10/2019 |
| 1St Global Advisors, Inc | West Chatham | MA | 01/2000 | 10/2019 |
| Lamb, Mason, Bulger & Co, P.C. | West Chatham | MA | 11/2002 | Present |
| Avantax Insurance Services | West Chatham | MA | 01/2004 | 09/2025 |
| Avantax Advisory Services | West Chatham | MA | 10/2019 | 09/2025 |
| Avantax Investment Services, Inc. | West Chatham | MA | 10/2019 | 09/2025 |
| Cetera Wealth Services, Llc | Chatham | MA | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) O. IRREVOCABLE INSURANCE TRUST POSITION: Trustee NATURE: Trustee INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 DESCRIPTION: Trustee on ILIT 2)Lamb, Mason, Bulger & Co, P.C.; NIR; 2) RENTAL PROPERTY POSITION: OWNER NATURE: RENTAL REAL ESTATE INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2002 ADDRESS: West Chatham MA, United States DESCRIPTION: Rental property 3) INSURANCE BROKER POSITION: Agnet NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 12/31/2001 ADDRESS: PO Box 1233, West Chatham MA 02669, United States DESCRIPTION: Insurance sales
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1999-12-09 |
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