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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-09-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ryan Financial | Rutherford | NJ | 11/2015 | Present |
| Avantax Insurance Agency, Llc | Rutherford | NJ | 12/2015 | 09/2025 |
| Avantax Advisory Services | Rutherford | NJ | 12/2015 | 09/2025 |
| Avantax Investment Services, Inc. | Rutherford | NJ | 12/2015 | 09/2025 |
| Jay Sarno And Associates | Northfield | NJ | 06/2016 | Present |
| Cetera Wealth Services, Llc | Rutherford | NJ | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) Jay Sarno and Associates~'NIR'~231 W Glencove Ave.~Northfield~NJ~08225~Professional Services~Business/Management Consultant~6/22/2016~4hrs~0hrs~Data Entry, Data Analysis, Data Reporting 2)Ryan Financial~'NIR'~15 Union Ave~Rutherford~NJ~07070~Other~Other~11/1/2015~160hrs~120hrs~Clerical Work, Scheduling, data entry, filing
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-01-21 |
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