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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-08-14 |
Branch Locations
409 Montgomery Rd Suite 135, Altamonte Springs, FL 32714 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Avantax Investment Services, Inc. | Altamonte Springs | FL | 08/2011 | 09/2025 |
| Vladimy Pierre-Louis Cpa Pllc | Altamonte | FL | 01/2011 | Present |
| Avantax Advisory Services | Altamonte Springs | FL | 06/2013 | 09/2025 |
| Avantax Insurance Agency, Llc | Altamonte Springs | FL | 06/2012 | 09/2025 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 07/2025 | Present |
| Cetera Wealth Services, Llc | Altamonte Springs | FL | 09/2025 | Present |
1) PLOUIS FOUNDATION INC 465 MAITLAND AVE~ALTAMONTE SPRINGS~FL~32701~Nonprofit~Director/Officer~9/23/2015~2hrs~2hrs~MANAGE ALL ASPECT OF THE FOUNDATION THAT I AND MY COMPANIES FOUNDED. 2) Plouis Financial LLC 465 Maitland Ave~Altamonte Springs~FL~32701~Professional Services - Business/Individual~Owner/Sole Proprietor~4/27/2013~25hrs~15hrs~This entity is a subsidiary of the main firm - Vladimy Pierre-Louis, CPA, PLLC. 3) Vladimy PLoius CPA PLLC 465 Maitland Ave~Altamonte Springs~FL~32701~Tax Preparation/Accounting~Owner/Sole Proprietor~1/1/2011~160hrs~120hrs~Provide accounting, bookkeeping, tax preparation and payroll services 4) The Law Office of T.R. Fuller, PLLC 409 Montgomery Rd., Suite 135~Altamonte Springs~FL~32714~Attorney/Legal Practice~Other~1/15/2019~0hrs~0hrs~No duties, just sharing office space| 5) VLADIMY PIERRE-LOUIS POSITION: Self NATURE: Rental of Real Estate INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2023 ADDRESS: 409 Montgomery RD., Suite 135, Altamonte Springs FL 32714, United States DESCRIPTION: Rental property. 6)PLouis Financial Services LLC (1); Owner; ~; Currently there are no Business activities; IR; 0; ; 409 Montgomery Rd. Suite 135 Altamonte Springs FL 32714; ~; Currently there are no activities. However, as the officer I may be doing required duties such as accounting, tax preparation and etc. 7) PLOUIS INVESTMENTS LLC POSITION: Managing Member NATURE: The nature of this activity is to acquire and manage real estate assets and other investments. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 06/20/2025 ADDRESS: 409 Montgomery RD., Suite 135, Altamonte Springs FL 32714, United States DESCRIPTION: As the managing member, I fund and make decision on assets to acquire or invest in. I am responsible to file and pay necessary taxes and manage all aspects of the property that the entity acquire.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-12-28 |
| S63 | Uniform Securities Agent State Law Examination | 2011-10-01 |
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