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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 | 2021-09-02 |
Branch Locations
240 Township Blvd Ste 70, Camillus, NY 13031 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Avantax Investment Services, Inc. | Camillus | NY | 09/2002 | 05/2021 |
| Avantax Advisory Services | Camillus | NY | 04/2006 | 05/2021 |
| The Terzolo Financial Group, Inc Dba For Investments | Syracuse | NY | 07/2002 | Present |
| Avantax Insurance Agency, Llc | Camillus | NY | 08/2016 | 05/2021 |
| Cetera Financial Specialists Llc | Schaumburg | IL | 05/2021 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 05/2021 | Present |
1) THE TERZOLO FINANCIAL GROUP, INC.; SOLVAY, NY; INVESTMENT RELATED; TAX/ACCOUNTING SERVICES AND DBA FOR INVESTMENT SERVICES; OWNER/PRESIDENT; SINCE 07/2002; 32 HRS/MO; 2) NAME OF OTHER BUSINESS: ROAD TO EMMAUS MINISTRY; INVESTMENT RELATED: NO; ADDRESS: 127 E GLEN AVE, SYRACUSE, NY 13205; NATURE OF BUSINESS: BOARD; START DATE: 11/2025; POSITION/TITLE/RELATIONSHIP: SPONSORSHIP COMMITTEE MEMBER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: ASSIST IN SOLICITING SPONSORS FOR THE FIRST "JOURNEY WITH US" ANNUAL TRIBUTE DINNER;
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2003-01-06 |
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