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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-08-20 |
Branch Locations
11300 Us Highway 1 Suite 400, Palm Beach Gardens, FL 33408 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Avantax Investment Services, Inc. | Palm Beach Gardens | FL | 06/2010 | 09/2025 |
| Avantax Insurance Agency, Llc | Palm Beach Gardens | FL | 06/2010 | 09/2025 |
| Avantax Advisory Services | Palm Beach Gardens | FL | 01/2012 | 09/2025 |
| Blue Water Accounting & Asset Management Inc | Palm Beach Gardens | FL | 01/2022 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 07/2025 | Present |
| Cetera Wealth Services, Llc | Palm Beach Gardens | FL | 09/2025 | Present |
1) BLUE WATER ACCOUNTING & ASSET MANAGEMENT INC POSITION: President NATURE: Corporate bookkeeping and tax preparation. INVESTMENT RELATED: No NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 100 START DATE: 01/01/2022; ADDRESS: 1983 PGA Blvd, Suite 102, Palm Beach Gardens FL 33408; 1. Personal tax returns2. Corporate tax returns3. IRS Audits4. Sales and payroll tax returns5. ITIN applications
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-08-25 |
| S63 | Uniform Securities Agent State Law Examination | 2009-08-12 |
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