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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-09-05 |
| TX | RA | APPROVED_RES | 2025-09-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Shooting Stars Business Mgt | Staten Island | NY | 03/1997 | Present |
| Avantax Investment Services, Inc. | Staten Island | NY | 09/1997 | 09/2025 |
| Aetna | Sugar Land | TX | 01/2014 | 01/2020 |
| Wagner College | Staten Island | NY | 08/2019 | 12/2019 |
| Avantax Insurance Agency, Llc | Staten Island | NY | 08/2000 | 09/2025 |
| Cetera Wealth Services, Llc | Staten Island | NY | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) Breezy Villa 85 Circle Loop~Staten Island~NY~10304~Real Estate~Owner/Sole Proprietor~10/1/2015~25hrs~10hrs~Barbados Rental 2) Shooting Stars Business Mgt 568 Bay Street~Staten Island~NY~10304~Accounting Services/Tax Preparation~Owner~3/6/1998~140hrs~114hrs~I prepare and review tax returns. Also I review financial statements for accuracy. 3) Neighborhood Advisory Board - DYCD 123 William Street~NY~NY~10038~Other~Other~8/1/2019~.25hrs~.25hrs~canvas the neighbor to complete surveys on community needs.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1997-12-19 |
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