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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-09-05 |
Branch Locations
175 Highland Avenue Ste 301, Needham, MA 02494 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Martin S. Kofman, Cpa | Needham | MA | 06/2014 | Present |
| Hd Vest Investment Services | Needham | MA | 05/2018 | 10/2019 |
| Avantax Investment Services, Inc. | Needham | MA | 10/2019 | 09/2025 |
| Avantax Advisory Services | Needham | MA | 05/2020 | 09/2025 |
| Martin S. Kofman, Cpa | Needham | MA | 06/2014 | Present |
| Cetera Wealth Services, Llc | Needham | MA | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) "Martin S. Kofman, CPA; Associate; Preparing tax returns and performing accounting work for individuals and businesses.; NIR; 80; 06/01/2014; 175 Highland Avenue Needham MA 02494; Preparing individual, corporate and trust tax returnsClient service duties - e.g. telephone calls, emails, fax Payroll
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-12-17 |
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