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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 |
| TX | RA | APPROVED | 2025-09-05 |
Branch Locations
1892 Greentree Rd Suite 2, Cherry Hill, NJ 08003 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Reganata & Associates | Cherry Hill | NJ | 09/2007 | Present |
| Avantax Investment Services, Inc, | Cherry Hill | NJ | 07/2015 | 09/2025 |
| Rental Property Owner | Philadelphia | PA | 01/1986 | 09/2016 |
| Avantax Insurance Agency, Llc | Cherry Hill | NJ | 06/2015 | 09/2025 |
| Avantax Advisory Services | Cherry Hill | NJ | 03/2024 | 09/2025 |
| Reganata & Associates, Dba Dan Reganata Cpa, Mba, Pfs, Dba Regan | Cherry Hill | NJ | 09/2007 | Present |
| Cetera Wealth Services, Llc | Cherry Hill | NJ | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) REGANATA & ASSOCIATES, DBA DAN REGANATA CPA, MBA, PFS, DBA REGANATA & ASSOCIATES, LLC POSITION: Owner/Sole Proprietor NATURE: Tax Preparation/Accounting/Consulting INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 120 START DATE: 09/01/2007 ADDRESS: 1892 Greentree Rd, Suite 2, Cherry Hill NJ 08003, United States DESCRIPTION: Provide accounting, tax services and consulting to clients.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2016-09-07 |
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