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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 |
Branch Locations
288 Walnut Street Suite 410, Newtonville, MA 02460 • United States
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 |
|---|---|---|---|---|
| Avantax Investment Services, Inc. | Newton | MA | 02/2011 | 09/2025 |
| Avantax Advisory Services | Newton | MA | 05/2011 | 09/2025 |
| Avantax Investment Services, Inc. | Newton | MA | 06/2018 | 09/2025 |
| Cetera Wealth Services, Llc | Newtonville | MA | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
Financial Planning Association~'NIR'~7535 E Hampden Ave, Suite 600~Denver~CO~80261~Other~Other~9/16/2015~4hrs~4hrs~I am a member of thee Association who has received approved media training and is authorized to speak to the media on behalf of the association|MA Society of Enrolled Agents~'NIR'~280 Summer St~Boston~MA~02108~Nonprofit~Director/Officer~7/1/2015~4hrs~0hrs~Governance and Policy|Urban Edge Housing Corp~'NIR'~Columbus Ave~Boston~MA~02119~Real Estate/Mortgage/Title Services/Appraisal~Director/Officer~10/21/2014~5hrs~3hrs~Monthly meetings; executive level decisions.|Zielonka Financial Services LLC~'NIR'~PO Box 256~Newton Upper Falls~MA~02464~Tax Preparation/Accounting~Tax Preparation/Accounting~6/22/2011~20hrs~10hrs~Marketing, management and direct provision of tax preparation and planning services.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-03-13 |
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