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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-09-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Positano Tax Service & Self Employed | Scio | OH | 01/1987 | Present |
| Archer Township | Jewett | OH | 04/1996 | Present |
| Avantax Investment Services, Inc. | Scio | OH | 06/1998 | 09/2025 |
| Cetera Wealth Services, Llc | El Segundo | CA | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
Archer Township~'NIR'~108E MAIN ST~SCIO~OH~43988~Government Agency Employee/Contractor~Elected/Appointed Official~4/1/1996~3hrs~3hrs~TOWNSHIP RECORD KEEPING|Positano Coin~'NIR'~108 E MAIN ST~SCIO~OH~43988~Other~Owner/Sole Proprietor~1/18/2005~4hrs~4hrs~Purchae & sale of coins primarily thru internet activity|Positano Tax & Financial Services,~'NIR'~108 E MAIN ST~SCIO~OH~43988~Tax Preparation/Accounting~Owner/Sole Proprietor~1/1/1987~60hrs~60hrs~TAX PREP. ALL BUSINESS OPERATIONS|Positano Tax Service~'NIR'~108 E MAIN ST~SCIO~OH~43988~Tax Preparation/Accounting~Tax Preparation/Accounting~1/1/1987~60hrs~60hrs~TAX PREP|
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1998-08-27 |
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