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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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Francis G. Sobieski, Cpa | S Deerfield | MA | 12/2008 | Present |
| Deerfield Farm, Inc | S Deerfield | MA | 06/2003 | Present |
| Avantax Investment Services, Inc. | South Deerfield | MA | 09/2015 | 09/2025 |
| Avantax Advisory Services | South Deerfield | MA | 09/2015 | 09/2025 |
| Avantax Insurance Services, Llc | South Deerfield | MA | 09/2015 | 09/2025 |
| Town Of Deerfield | South Deerfield | MA | 05/2014 | Present |
| Sobieski Cpa Firm, Llc | South Deerfield | MA | 02/2016 | Present |
| Town Of Deerfield | South Deerfield | MA | 05/2014 | Present |
| Sobieski Financial, Llc | South Deerfield | MA | 02/2016 | Present |
| Cetera Wealth Services, Llc | South Deerfield | MA | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) Fiduciary Appointment-Trustee 46 Beech St~Palmer~MA~01069~11/10/2016~0hrs~0hrs~I serve as co-trustee. 2) Sobieski Financial, LLC 2 Park Street, Suite 1A~South Deerfield~MA~01373~Accounting Services/Tax Preparation~Owner~2/1/2016~160hrs~120hrs~Tax preparation 3) Town of Deerfield 8 Conway Street~South Deerfield~MA~01373~Elected/Appointed Official~Other~5/15/2014~0hrs~0hrs~Serve as board member. Attend meetings twice a month.|
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-02-27 |
| S63 | Uniform Securities Agent State Law Examination | 2012-01-12 |
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