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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 |
|---|---|---|---|---|
| City Of Taunton | Taunton | MA | 04/1996 | Present |
| Smith Financial Services | Raynham | MA | 01/2003 | Present |
| Avantax Investment Services, Inc. | Taunton | MA | 05/2005 | 09/2025 |
| Avantax Advisory Services | Raynham | MA | 06/2005 | 09/2025 |
| Commonwealth Of Massachusetts | Randolph | MA | 06/2016 | Present |
| City Of Taunton | Taunton | MA | 05/2005 | Present |
| Avantax Insurance Agency, Llc. | Taunton | MA | 03/2020 | 09/2025 |
| Cetera Wealth Services, Llc | Taunton | MA | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
Law Office of Daniel P. McCabe~'NIR'~PO Box 2806~Taunton~MA~02780~Attorney/Legal Practice~Owner/Sole Proprietor~1/1/2010~15hrs~0hrs~General practice of law.|Commonwealth of Massachusetts~'NIR'~6 Adams St~Randolph~MA~02368~Government~Teacher/Professor/Trainer~6/30/2016~24hrs~24hrs~Part time instructor for the Municipal Police Training Committee|County St Condominiums Trust~'NIR'~507 County St~Taunton~MA~02780~Other~Other~12/23/2009~2hrs~2hrs~No investment account. Not rep. of record. One of four trustees to manage property common areas for business condo.|City of Taunton~'NIR'~23 Summer St.~Taunton~MA~02780~Law Enforcement/Police Officer~Employee~5/12/2005~160hrs~78hrs~Enforce state and local laws.|County Street Condominiums Trust~'NIR'~507 County St~Taunton~MA~02780~Rental Property Owner/Management~Other~1/14/2010~1hrs~1hrs~Pay bills for condominium trust. No investment account.|Smith Financial Services, Inc~'NIR'~507 County St~Taunton~MA~02780~Tax Preparation/Accounting~Secretary~1/1/2006~40hrs~10hrs~Maintain corporate minutes. Tax preparer.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-06-06 |
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