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Current Employers
Cetera Investment Advisers Llc

1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2025-09-05
  • NY RA
    APPROVED
    Since 2025-09-05

Branch Locations

516 Industrial Loop #28, Staten Island, NY 10309 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 04/2015 → 09/2025
    Avantax Investment Services, Inc.
    Staten Island, NY
  • 04/2015 → 09/2025
    Avantax Advisory Services
    Staten Island, NY
  • 01/2016 → Present
    Kevin Murphy
    Staten Island, NY
  • 03/2016 → Present
    Fixed Life Sales
    Staten Island, NY
  • 03/2018 → 09/2025
    Avantax Insurance Agency, Llc
    Staten Island, NY
  • 03/2018 → Present
    Savoy Associates
    Staten Island,, NY
  • 02/2022 → 01/2024
    Kevin Murphy Cpa
    Staten Island, NY
  • 01/2024 → 03/2026
    Kevin Murphy Cpa Pc
    Weehawken, NJ
  • 09/2025 → Present
    Cetera Wealth Services, Llc
    Staten Island, NY
  • 09/2025 → Present
    Schaumburg, IL
  • 11/2023 → Present
    Kevin Murphy Cpa Pc
    Freehold, NJ
Previous Registrations
  • 2015-05-13 → 2025-09-05
    Avantax Advisory Services
    Staten Island, NY
  • 2007-11-19 → 2015-05-13
    New York, NY
    Edison, NJ
Other Businesses

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

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-09-20
  • S66 Uniform Combined State Law Examination
    2007-09-20
Other Names
  • Kevin Murphy

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