John Baptist Papa

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/1990 → Present
  Papa & Kaczor P.A.
  Longwood, FL
• 05/2004 → Present
  Cetera Financial Specialists Llc
  Schaumburg, IL
• 05/2004 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 11/2012 → Present
  Papa & Kaczor P.A. Dba Papa & Kaczor Financial Specialists
  Longwood, FL
• 01/2017 → 11/2017
  John Papa
  Winter Park, FL
• 11/2017 → 04/2024
  Diamond Agency
  Lake Mary, FL
• 11/2017 → 04/2024
  Lock Talent
  Orlando, FL
• 11/2023 → Present
  Archangel Properties, Llc
  Longwood, FL
• 02/2024 → Present
  Papa & Kaczor, P.A., Dba Papa & Kaczor Tax Advisors
  Longwood, FL

Previous Registrations

• 2001-06-18 → 2004-10-29
  Genworth Financial Planning Corporation
  Maitland, FL

Other Businesses

1) COMMERCIAL RENTAL PROPERTY-MEMBER SINCE 6/03-APPROVE TENANTS, PAY EXPENSES, AUTHORIZE VENDOR FOR REPAIR/MAINTENANCE-1HR/WK. 2) PAPA & KACZOR P.A., LONGWOOD, FL; TAX & ACCTG PRAC AND OCCASIONAL EXPERT WITNESS DIVORCE AND INVESTMENTS-PRES/SHAREHOLDER SINCE 10/90-NOT INV REL; PREP & REVIEW TAX RETS, MEET W/CLIENTS, BILL PAY-PREPARATION OF CHECKS FOR CLIENT SIGNATURE -40HR/WK. 3) NAME OF OTHER BUSINESS: PAPA & KACZOR P.A. DBA PAPA & KACZOR FINANCIAL SPECIALISTS INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: TAX AND BUSINESS CONSULTING, INVESTMENTS, INSURANCE AND FINANCIAL PLANNING START DATE: 10/2019; POSITION/TITLE/RELATIONSHIP: PRESIDENT; APX NUMBER OF HOURS PER WEEK: 50; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: TAX AND BUSINESS CONSULTING, INVESTMENTS, INSURANCE, FINANCIAL PLANNING, POWER OF ATTORNEY FOR IRS AND OTHER TAX MATTERS 4) LPOA FOR CLIENTS AND FAMILY, INVESTMENT RELATED: 5) FIXED INSURANCE WITH VARIOUS COMPANIES, INVESTMENT RELATED, SAME AS REGISTERED LOCATION, FIXED INSURANCE, START DATE: 5/2018, INSURANCE AGENT, APX NUMBER OF HOURS PER WEEK: VARIES, APX NUMBER OF HOURS DURING TRADING HOURS: VARIES, SELLS HEALTH 6) NAME OF OTHER BUSINESS: ARCHANGEL PROPERTIES, LLC; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: COMMERCIAL REAL ESTATE RENTAL; START DATE: 6/2003; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: APPROVE TENANTS, PAY OPERATING EXPENSES, COLLECT RENTS, PAY STATE SALES TAXES, AUTHORIZE VENDORS' REPAIRS & MAINTENANCE; 7) NAME OF OTHER BUSINESS: PAPA & KACZOR, P.A., DBA PAPA & KACZOR TAX ADVISORS, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: TAX SERVICES, START DATE: 02/2024, POSITION/TITLE/RELATIONSHIP: OWNER/CPA, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: TAX PREPARATION, ANALYSIS AND TAX PLANNING;

Exams

• S63 Uniform Securities Agent State Law Examination
  2000-01-26

Designations

• Certified Financial Planner