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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 | 2026-05-26 |
| NJ | RA | APPROVED | 2025-09-05 |
Branch Locations
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 |
|---|---|---|---|---|
| Louis J. Gallipoli, Pa | Bayville | NJ | 01/1992 | Present |
| Avantax Investment Services, Inc. | Toms River | NJ | 12/1999 | 09/2025 |
| Avantax Advisory Services | Toms River | NJ | 09/2001 | 09/2025 |
| Cavalier International Air Freight Inc. | Toms River | NJ | 12/2011 | Present |
| Gallipoli & Gallipoli, Pc | Toms River | NJ | 01/2001 | Present |
| Avantax Insurance Agency, Llc | Toms River | NJ | 12/2010 | 09/2025 |
| Cetera Wealth Services, Llc | Toms River | NJ | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) LJG2 Holdings LLC 11 Allen Street Toms River NJ 08753 Rental Property Owner/Management Owner/Sole Proprietor 1/1/2007 1hrs~1hrs Collect Rents and Pay Expenses. 2) Gallipoli & Gallipoli, PC 11 Allen Street Toms River NJ 08753 Tax Preparation/Accounting President 1/1/2001 160hrs~140hrs manage the accounting firm 3) Community Medical Center Planned Gi Hospital Drive Toms River NJ 08755 Other 1/1/2006 0hrs~0hrs advise committee on estate tax benefits of donating to the hospital 4) CEDAR ROW ASSOCIATES LLC POSITION: MEMBER NATURE: The LLC owns a single family residential property in NJ. It collects rents from the tenant. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 01/31/2021 ADDRESS: 11 Allen Street, Toms River NJ 08753, DESCRIPTION: I am one of 3 members of the LLC. My responsibility will be to collect the rent and pay the mortgage, property taxes and sewer bills. It is a passive activity in the sense that I hope not to spend more than 1 or 2 hours a month dealing with the tenant.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-07-26 |
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