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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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Avantax Investment Services, Inc. | Manlius | NY | 05/2015 | 09/2025 |
| Mario Bottoni, Cpa, Pc | Fayetteville | NY | 01/2005 | Present |
| Avantax Advisory Services | Manlius | NY | 09/2015 | 09/2025 |
| Cetera Wealth Services, Llc | Manlius | NY | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) Advanced Financial Services Corp. 320 Fayette Street~Manlius~NY~13104~Finance~Director/Officer~11/4/2015~2hrs~2hrs~Quarterly Bookkeeping & Tax Returns. This is a holding company for Accu-Pay, our payroll and bookkeeping company 2) Accu-Pay Payroll & Bookkeeping Services, Inc. 320 Fayette Street~Manlius~NY~13104~Tax Preparation/Accounting~Chief Executive Officer~7/21/2010~10hrs~0hrs~Management. Review & correct payroll and bookkeeping projects 3) Bascol, Inc 4610 Wetzel Road~Liverpool~NY~13090~Nonprofit~Treasurer/Comptroller~1/1/2014~2hrs~2hrs~Board Member, Treasurer. Monthly meetings & Treasurer's Report 4) Mario Bottoni, CPA, PC 117 Highbridge Street~Fayetteville~NY~13066~Tax Preparation/Accounting~President~1/1/2005~160hrs~120hrs~Provide accounting, bookkeeping, payroll, and tax preparation services 5) Purple investors Group, LLC 320 Fayette Street~Manlius~NY~13104~Real Estate~Partner/General Partner~10/26/2015~1hrs~1hrs~Yearly tax return. This entity owns our office building
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-07-20 |
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