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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-02-22 |
| NY | RA | APPROVED | 2025-09-05 |
Branch Locations
3880 Veterans Memorial Highway Suite 202, Bohemia, NY 11716 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 1St Global Capital Corp | Hauppauge | NY | 01/2005 | 10/2019 |
| 1St Global Advisors, Inc. | Hauppauge | NY | 06/2007 | 10/2019 |
| Avantax Insurance Services, Inc. | Bohemia | NY | 06/2007 | 09/2025 |
| Avz Wealth Management, Llc | Hauppauge | NY | 06/2009 | 04/2021 |
| Avantax Investment Services, Inc. | Bohemia | NY | 10/2019 | 09/2025 |
| Avantax Advisory Services | Bohemia | NY | 10/2019 | 09/2025 |
| Kc Wealth Management Llc | Bohemia | NY | 04/2021 | Present |
| Kc Wealth Management Llc | Bohemia | NY | 01/2024 | Present |
| Avantax Insurance Agency And/Or Avantax Insurance Services | Bohemia | NY | 02/2006 | 09/2025 |
| Cetera Wealth Services, Llc | Bohemia | NY | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) KC WEALTH MANAGEMENT LLC POSITION: Client Services Manager NATURE: Wealth Management Firm INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 04/27/2021 ADDRESS: 80 Orville Drive, Suite 100, Bohemia NY 11716, United States DESCRIPTION: Admin/Client Services/Operations/Office Manager 2KC WEALTH MANAGEMENT LLC POSITION: Partner NATURE: Owner of KC Wealth Management LLC Make decisions on new hires, partnership relationships, or expansion. Assist in mission and vision and long term goal setting for firm. Oversee client relationships Provide marketing insight/recommendations Operations management and oversight INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 01/01/2024 ADDRESS: 3880 Veterans Memorial Highway, Suite 202, Bohemia NY 11716, United States DESCRIPTION: Operational and fiduciary Duties. Includes: -Client relationship management and acquisition. Maintain client relationship, confirm meeting financial goals and needs -Handle day to day operations. Account opening, maintenance follow up, meetings. -Staff management. Training of new hires. -Technology management -Compliance. Ensuring we are following regulatory requirements related to client accounts. -Trade execution
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-11-23 |
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