Eileen M Proto

Current Employers

Employment History

• 01/2017 → 10/2021
  Avantax Investment Services, Inc.
  Olean, NY
• 01/2017 → Present
  Proto & Loskey Llc Cpa
  Olean, NY
• 01/2014 → 10/2021
  Teach For America
  New York, NY
• 08/2020 → 10/2021
  Avantax Insurance Agency Llc
  Olean, NY
• 08/2017 → 10/2021
  Avantax Advisory Services
  Olean, NY
• 10/2021 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 06/2017 → Present
  Edinboro Country Square Apartments Llc
  Edinboro, PA
• 06/2017 → Present
  E&L Holdings Llc
  Olean, NY
• 06/2017 → Present
  Congress Street Apartments Llc
  Bradford, PA
• 06/2017 → Present
  Rose Apartments Llc
  Alfred, NY
• 11/2018 → Present
  Proto Family Holdings Llc
  Chillicothe, OH
• 09/2019 → Present
  Luigi'S Pane & Pasta
  Olean, NY
• 01/2017 → Present
  Proto Financial Group
  Olean, NY
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2021-08-26 → 2021-10-29
  Avantax Advisory Services
  Olean, NY

Other Businesses

1. NAME: FIXED INSURANCE INV RELATED: YES ADDR: SAME AS REG LOCATION BUSINESS: FIXED INSURANCE POSITION/TITLE/RELATIONSHIP: EMPLOYEE START DATE: 7/2020 APX # OF HRS/WEEK: 1 APX # OF HRS DUR TRADING HRS: 1 DUTIES: SELL LIFE INSURANCE; 2. NAME OF OTHER BUSINESS: PROTO & LOSKEY CPA LLC; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: TAX & ACCOUNTING; START: 10/2025; TITLE: ACCOUNTANT; APX # OF HRS/WK & DUR TRAD HRS: 20; DUTIES: ASSIST W/ TAX PREP, PAYROLL & OTHER ACCOUNTING TASKS; 3. NAME: EDINBORO COUNTRY SQUARE APARTMENTS LLC INV RELATED: NO ADDR: 415 WATERFORD ST, EDINBORO, PA BUSINESS: REAL ESTATE START DATE: 6/2017 POSITION/TITLE/RELATIONSHIP: EMPLOYEE APX # OF HRS/WEEK: 1 APX # OF HRS DUR TRADING HRS: 1 DUTIES: ASSIST W/ PROPERTY MANAGEMENT; 4. NAME: E&L HOLDINGS LLC INV RELATED: NO ADDR: 115 TIMES SQUARE OLEAN, NY 14760 BUSINESS: REAL ESTATE START DATE: 12/2022 POSITION/TITLE/RELATIONSHIP: PART OWNER APX # OF HRS/WEEK: MINIMAL APX # OF HRS DUR TRADING HRS: MINIMAL DUTIES: ASSIST W/ PROPERTY MANAGEMENT; 5. NAME: CONGRESS STREET APARTMENTS LLC INV RELATED: NO ADDR: 440 CONGRESS ST, BRADFORD, PA BUSINESS: REAL ESTATE START DATE: 6/2017 POSITION/TITLE/RELATIONSHIP: ASSIST W/ PROPERTY MANAGEMENT & WEBSITE APX # OF HRS/WEEK: 1 APX # OF HRS DUR TRADING HRS: 1 DUTIES: ASSIST W/ PROPERTY MANAGEMENT & WEBSITE; 6. NAME: ROSE APARTMENTS LLC INV RELATED: NO ADDR: 34 GLEN ST, ALFRED, NY BUSINESS: REAL ESTATE START DATE: 6/2017 POSITION/TITLE/RELATIONSHIP: ASSIST W/ PROPERTY MANAGEMENT & WEBSITE APX # OF HRS/WEEK: 1 APX # OF HRS DUR TRADING HRS: 1 DUTIES: ASSIST W/ PROPERTY MANAGEMENT & WEBSITE; 7. NAME: PROTO FAMILY HOLDINGS LLC INV RELATED: NO ADDR: 13 N SHORE, CHILLICOTHE, OH BUSINESS: REAL ESTATE START DATE: 11/2018 POSITION/TITLE/RELATIONSHIP: PART OWNER APX # OF HRS/WEEK: 1 APX # OF HRS DUR TRADING HRS: 1 DUTIES: ASSIST W/ PROPERTY MANAGEMENT & WEBSITE; 8. NAME: YMCA ASSOC BOARD MEMBER INV RELATED: NO ADDR: 1101 WAYNE ST, OLEAN, NY BUSINESS: BOARD FIDUCIARY POSITION START DATE: 6/2021 POSITION/TITLE/RELATIONSHIP: BOARD MEMBER APX # OF HRS/WEEK: 1 APX # OF HRS DUR TRADING HRS: 1 DUTIES: YMCA ASSOC BOARD MEMBER, ATTEND BOARD MEETINGS, VOLUNTEER WHEN NEEDED; 9. NAME: UNITED WAY OF WNY BOARD OF DIRECTORS INV RELATED: NO ADDR: 807 W STATE ST, OLEAN, NY BUSINESS: BOARD FIDUCIARY POSITION START DATE: 6/2021 POSITION/TITLE/RELATIONSHIP: SECRETARY ON THE UNITED WAY BOARD OF WNY APX # OF HRS/WEEK: 1 APX # OF HRS DUR TRADING HRS: 1 DUTIES: SECRETARY ON THE UNITED WAY BOARD OF WNY, TAKE MEETING NOTES, HELP FACILITATE MEETINGS, VOLUNTEER WHEN NEEDED; 10. NAME: LUIGI'S PANE & PASTA INV RELATED: NO ADDR: SAME AS REG ADDR BUSINESS: LOCAL WHOLESALE BAKERY, NO STORE FRONT, LOCATED IN THE BACK OF OUR OFFICE, TAKE BREAD TO ONE LOCAL GROCERY STORE, ACCEPT ONLINE ORDERS & SELL BREAD AT LOCAL FARMERS MARKET START DATE: 9/2019 POSITION/TITLE/RELATIONSHIP: EMPLOYEE APX # OF HRS/WEEK: 1 APX # OF HRS DUR TRADING HRS: 1 DUTIES: ASSIST W/ WEBSITE & BRINGING BREAD TO LOCAL FARMERS MARKET; 11. NAME: PROTOS PHOTOS INV RELATED: NO ADDR: SAME AS BUSINESS ADDR BUSINESS: PHOTOGRAPHY WEBSITE START DATE: 8/2006 POSITION/TITLE/RELATIONSHIP: OWNER APX # OF HRS/WEEK: 1 APX # OF HRS DUR TRADING HRS: 1 DUTIES: MY PHOTOGRAPHY WEBSITE, NOT A BUSINESS (LLC), I DON'T GET PAID TO TAKE PHOTOS BUT WILL TAKE PHOTOS FOR FREE FOR LOCAL CHARITIES; 12. NAME: PROTO FINANCIAL GROUP INV RELATED: YES ADDR: SAME AS BUSINESS ADDR BUSINESS: DBA FOR OUR FINANCIAL SERVICES BUSINESS START DATE: 1/2017 POSITION/TITLE/RELATIONSHIP: EMPLOYEE APX # OF HRS/WEEK: 20 APX # OF HRS DUR TRADING HRS: 20 DUTIES: OUR DBA FOR OUR FINANCIAL PLANNING ETC; 13. PROCURRO MANAGEMENT LLC; NO; 329 FOREST GROVE ROAD CORAOPOLIS, PA 15108; RENTAL PROPERTY;12/2022;MEMBER;LESS THAN 1;LESS THAN 1;STORAGE UNIT RENTAL PROPERTY; 14. LDL HOLDING LLC;NO;SAME AS REGISTERED LOCATION; RENTAL PROPERTY; 12/2022; CO-OWNER;<1;PAY BILLS AND COLLECT RENT;

Exams

• S63 Uniform Securities Agent State Law Examination
  2018-01-12