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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-09-05 |
| TX | RA | APPROVED_RES | 2025-09-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Grandmaison & Tripoli Llp | Danvers | MA | 02/1994 | 11/2022 |
| 1St Global Capital Corp | Danvers | MA | 12/2002 | 10/2019 |
| 1St Global Advisors, Inc | Danvers | MA | 01/2003 | 10/2019 |
| Avantax Insurance Services, Inc. | Danvers | MA | 10/2003 | 09/2025 |
| Avantax Investment Services, Inc. | Danvers | MA | 10/2019 | 09/2025 |
| Avantax Advisory Services | Danvers | MA | 10/2019 | 09/2025 |
| Cetera Wealth Services, Llc | Danvers | MA | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) FINANCIAL & ESTATE ADVISORS POSITION: PARTNER NATURE: FINANCIAL SERVICES INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 01/01/2002 ADDRESS: Danvers MA , DESCRIPTION: Provide financial services to clients. 2) STEVE CHASE TAX PREP. POSITION: OWNER NATURE: TAX PREPARATION INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 01/01/2004 ADDRESS: Danvers MA , DESCRIPTION: Tax prep for individuals.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-12-30 |
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