Amy Leigh Lacavera

Current Employers

Employment History

• 09/2012 → 09/2025
  Avantax Investment Services, Inc.
  Bath, ME
• 01/2000 → Present
  Tax Wise Financial Services, Llc
  Bath, ME
• 04/2011 → 08/2022
  Dairy Frost, Llc
  Brusnswick, ME
• 10/2012 → 06/2017
  New Meadows Auto Sales
  West Bath, ME
• 01/2016 → 09/2025
  Avantax Advisory Services
  Bath, ME
• 09/2018 → Present
  Bible Baptist Church
  Wiscasset, ME
• 01/2020 → Present
  Tax Wise Financial Services, Llc
  Bath, ME
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Bath, ME
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2016-01-26 → 2025-09-05
  Avantax Advisory Services
  Bath, ME

Other Businesses

1) Maine Association of Professional Accountants~'NIR'~744 Roosevelt Trail, Suite 207~Windham~ME~04062~Board Position/Officer~Other~6/11/2018~5hrs~3hrs~I will be assisting in the seminars and conferences we have to provide CE credits to our members. I will be involved in an IRS Liaison group as well. 2) Bible Baptist Church~'NIR'~143 Beechnut Hill Road~Wiscasset~ME~04578~Accounting Services/Tax Preparation~Other~9/26/2018~5hrs~0hrs~My job is to maintain the books and pay bills for the church. 3) Tax Wise Financial Services, LLC~'NIR'~3 Old Brunswick Road~Bath~ME~04530~Accounting Services/Tax Preparation~Owner~1/1/2020~160hrs~130hrs~I have recently purchased the practice I have been working in for 19 years. I am the owner. I will be preforming all duties with running the practice as well as tax preparation as an Enrolled Agent. 4) JAL93,LLC; Partner: JAL93, LLC is a partnership with my husband. We started the partnership because we purchased the office building for my business was leasing. INVESTMENT RELATED: No; 8; 8; Started 09/01/2021; 3 Old Brunswick Road, Bath ME 04530, US; Paying partnership monthly bills and keeping the books for the partnership. 5) FIXED INDEX ANNUITY SALES POSITION: Insurance Agent for Fixed and Variable Annuities NATURE: Proved Fixed and Variable Annuities to my clients. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 11/01/2016 ADDRESS: 3 Old Brunswick Road, Bath ME 04530, United States DESCRIPTION: I will be the advisor for any fixed and variable annuities for my clients.

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-01-15
• S63 Uniform Securities Agent State Law Examination
  2012-12-18