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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 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Roberts Blocker Cpa | Sterling | NJ | 04/1997 | Present |
| Avantax Investment Services, Inc. | Morris Plains | NJ | 11/1997 | 09/2025 |
| Avantax Advisory Services | Morris Plains | NJ | 11/2011 | 09/2025 |
| Avantax Insurance Agency, Llc | Morris Plains | NJ | 06/2016 | 09/2025 |
| Cetera Wealth Services, Llc | Morris Plains | NJ | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1. Robert S. Blocker, CPA~'NIR'~556 speedwell ave~morris plains~NJ~07950~Tax Preparation/Accounting~Tax Preparation/Accounting~11/1/1997~160hrs~120hrs~prepare tax returns and manage business
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-10-01 |
| S63 | Uniform Securities Agent State Law Examination | 1997-12-17 |
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