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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 | 2025-09-05 |
| FL | RA | APPROVED | 2025-08-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambio Taxes | Tavernier | FL | 09/1995 | Present |
| Avantax Investment Services, Inc. | Tavernier | FL | 11/2002 | 09/2025 |
| Avantax Advisory Services | Tavernier | FL | 08/2008 | 09/2025 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 07/2025 | Present |
| Cetera Wealth Services, Llc | Tavernier | FL | 09/2025 | Present |
| Cetera Investment Advisers Llc | Tavernier | FL | 09/2025 | Present |
1) CAMBIO TAXES POSITION: proprietor NATURE: tax preparation INVESTMENT RELATED: No NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 130 START DATE: 01/01/1990 ADDRESS: 156 Ocean Dr., Tavernier FL 33070, United States DESCRIPTION: Tax Preparation. 2) MONROE COUNTY ELECTIONS POSITION: pole worker NATURE: Pole worker INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 11/08/2022; 156 Ocean Dr., Tavernier FL 33070, Deputy, Ice Clerk, Inspector
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2011-11-12 |
| S65 | Uniform Investment Adviser Law Examination | 2007-09-25 |
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