Best Investors
Account
Sign in
1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-09-05 |
Branch Locations
516 Industrial Loop #28, Staten Island, NY 10309 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Avantax Investment Services, Inc. | Staten Island | NY | 04/2015 | 09/2025 |
| Avantax Advisory Services | Staten Island | NY | 04/2015 | 09/2025 |
| Kevin Murphy | Staten Island | NY | 01/2016 | Present |
| Fixed Life Sales | Staten Island | NY | 03/2016 | Present |
| Avantax Insurance Agency, Llc | Staten Island | NY | 03/2018 | 09/2025 |
| Savoy Associates | Staten Island, | NY | 03/2018 | Present |
| Kevin Murphy Cpa | Staten Island | NY | 02/2022 | 01/2024 |
| Kevin Murphy Cpa Pc | Weehawken | NJ | 01/2024 | 03/2026 |
| Cetera Wealth Services, Llc | Staten Island | NY | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
| Kevin Murphy Cpa Pc | Freehold | NJ | 11/2023 | Present |
1) CRUMP INSURANCE~'NIR'~516 Industrial Loop2B~Staten Island~NY~10309~Insurance Agent~Sales Associate/Executive~3/1/2016~1hrs~0hrs~TRADITIONAL UL, TERM, WHOLE LIFE. 2) Michael S Licitra CPA PC~'NIR'~516 Industrial Loop, #2B~Staten Island~NY~10309~Other~Other~7/1/2007~160hrs~120hrs~Operational and/or Marketing Name for Avantax. 3) PGP~'NIR'~516 Industrial Loop 2B~Staten Island~NY~10309~Independent Insurance Agent~Insurance Sales Agent~1/1/2016~2hrs~0hrs~Health Insurance Sales. 4) 600 HARBOR 1057 LLC~'NIR'~600 HARBOR BLVD 1057~WEEHAWKEN~NJ~07086~Rental Property~Other~3/18/2019~1hrs~0hrs~Accounting and bookkeeping 5) NAME OF OTHER BUSINESS: KEVIN MURPHY CPA PC; INVESTMENT RELATED: NO; ADDRESS: 865 NJ 33 BUSINESS STE 3 UNIT 185 FREEHOLD, NJ 07728; NATURE OF BUSINESS: ACCOUNTING AND TAX SERVICES; START DATE: 11/2023; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: TAX PREPARATION AND ACCOUNTING; 6) SAVOY ASSOCIATES; Independent Contractor; Insurance Agent; IR; 03/01/2018; 516 INDUSTRIAL LOOP 2B STATEN ISLAND, NY 10309; Health Insurance Sales
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-09-20 |
Reach out to this advisor