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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-09-05 |
Branch Locations
2443 Plainfield Ave Suite 2, South Plainfield, NJ 07080 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cetera Financial Specialists Llc | Schuamburg | IL | 09/2006 | 07/2020 |
| Public Service Electric And Gas Company | Newark | NJ | 02/1994 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 01/2008 | 07/2020 |
| Avantax Investment Services Inc | South Plainfield | NJ | 08/2020 | 09/2025 |
| Avantax Advisory Services | South Plainfield | NJ | 08/2020 | 09/2025 |
| Avantax Insurance Agency, Llc | South Plainfield | NJ | 08/2020 | 09/2025 |
| Taxsmiths Llc | South Plainfield | NJ | 02/2010 | Present |
| Real Estate - Residential Rental Property | Plainfield | NJ | 07/2014 | 11/2021 |
| Cetera Wealth Services, Llc | South Plainfield | NJ | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) TaxsmithS LLC 2443 Plainfield Ave Suite 2~South Plainfield~NJ~07060~Accounting Services/Tax Preparation~Other~2/25/2010~80hrs~40hrs~The majority of my time is spent on providing individual and business income tax preparation. I also engage in tax planning and related business services, client booking, and student financial aid consulting. 2) Public Service Electric and Gas Company 80 Park Plaza~Newark~NJ~07102~Other~Employee~2/28/1994~160hrs~110hrs~I process and manage new business project requests for large industrial and commercial customers. Process decorative lighting requests. Assist customers with billing and tariff inquiries. 3)TaxsmithS LLC (1); Other; ~; The business activities include tax preparation and related services including tax planning, and student financial aid assistance; IR; 40; ; 2443 Plainfield Ave Suite 2 South Plainfield NJ 07060; ~; The majority of my time is spent on providing individual and business income tax preparation. I also engage in tax planning and related business services, client booking, and student financial aid consulting. 4)Public Service Electric and Gas Company (1); Employee; ~; This company provides gas and electric services to residential, commercial and industrial customers. It is a franchised utility in the State of NJ.; NIR; 110; ; 80 Park Plaza Newark NJ 07102; ~; I process and manage new business project requests for large industrial and commercial customers. Process decorative lighting requests. Assist customers with billing and tariff inquiries.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-01-18 |
| S63 | Uniform Securities Agent State Law Examination | 2006-11-02 |
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