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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-06-19 |
Branch Locations
9530 Marketplace Road Suite 101, Fort Myers, FL 33912 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mill River Union High School | Clarendon | VT | 08/2015 | 06/2017 |
| Avantax Investment Services, Inc. | Cape Coral | FL | 09/2016 | 09/2025 |
| Krater & Associates | Cape Coral | FL | 01/2018 | 01/2019 |
| Lee County Schools | Fort Myers | FL | 08/2017 | 06/2026 |
| Liberty Tax | Cape Coral | FL | 01/2019 | 12/2021 |
| Avantax Insurance Agency, Llc | Cape Coral | FL | 01/2020 | 09/2025 |
| Keller And Koczara | Cape Coral | FL | 03/2022 | 04/2024 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 07/2025 | 06/2026 |
| Cetera Wealth Services, Llc | Cape Coral | FL | 09/2025 | 06/2026 |
| Equitable Advisors, Llc | New York | NY | 06/2026 | Present |
1- USA DANCE CHAPTER #6049; POSITION: President NATURE: President of a local chapter for USA Dance Inc. a non-profit promoting ballroom dancing. INVESTMENT RELATED No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 12/01/2024 ADDRESS: 429 SE 4th Place, Cape Coral FL 33990, United States. DESCRIPTION: Coordinate ballroom dancing events.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-06-24 |
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