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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-09-05 |
Branch Locations
215 Washington St. Suite 100, Watertown, NY 13601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Crowley & Halloran, Cpas, P.C. | Watertown | NY | 02/2001 | Present |
| Avantax Investment Services, Inc. | Watertown | NY | 06/2014 | 09/2025 |
| Avantax Advisory Services | Watertown | NY | 09/2014 | 09/2025 |
| Cetera Wealth Services, Llc | Watertown | NY | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
Crowley & Halloran CPA's P.C.~'NIR'~215 Washington St, Suite 100~Watertown~NY~13601~Tax Preparation/Accounting~Partner/General Partner~2/1/2001~160hrs~120hrs~Provide accounting, bookkeeping, tax preparation and payroll services.|DPAO Foundation~'NIR'~617 Davidson Street PO Box 222~Watertown~NY~13601~Nonprofit~Treasurer/Comptroller~7/31/2015~5hrs~0hrs~Volunteer (unpaid) position as treasurer of the foundation board|JRC Foundation~'NIR'~PO Box 41, 380 Gaffney Drive~Watertown~NY~13601~Nonprofit~Treasurer/Comptroller~7/31/2015~1hrs~1hrs~Volunteer (unpaid) treasurer/secretary on the board of directors|Watertown Noon Rotary~'NIR'~200 Washington St., Room 409~Watertown~NY~13601~Accounting~Director/Officer~9/1/2015~1hrs~0hrs~Volunteer Deputy Treasurer|
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2014-09-29 |
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