Daniel L Coccia

Current Employers

Employment History

• 01/1991 → Present
  Daniel L. Coccia, Cma, Ea, Llc
  Rochester, NY
• 08/2015 → 09/2025
  Avantax Investment Services, Inc.
  Rochester, NY
• 11/2015 → 09/2025
  Avantax Advisory Services
  Rochester, NY
• 05/2015 → Present
  Gorbel Inc
  Victor, NY
• 01/1990 → Present
  Daniel L Coccia, Cma, Ea, Llc
  Rochester, NY
• 09/2016 → 09/2025
  Avantax Insurance Agency, Llc
  Rochester, NY
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Rochester, NY
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2021-09-07 → 2025-09-05
  Avantax Advisory Services
  Dallas, TX
  Rochester, NY

Other Businesses

1) Daniel L Coccia, CMA, EA, LLC~1200A Scottsville Road, Suite 140~Rochester~NY~14624~Accounting Services/Tax Preparation~Owner~1/1/1990~150hrs~120hrs~As the sole proprietor, I prepare and process all of the tax returns as well as conduct the bookkeeping and associated accounting services. 2) Reh Family Foundation Inc. 590 Fishers Run~Victor~NY~14564~Board Position/Officer~Other~5/1/2015~3hrs~0hrs~I help review and select charities that will be receiving funds. Also assist with accounting and tax matters. 3) Fiduciary Appointment-Trustee 6831 Colyer Crossing~Victor~NY~14564~8/14/2020~Very minimal, 1 hour a month.hrs~0 (zero)hrs~Any general annual, administrative tasks.| 4) NAME OF OTHER BUSINESS: NEW YORK STATE SOCIETY OF ENROLLED AGENTS; INVESTMENT RELATED: NO; ADDRESS: 7 NOEL DRIVE WILLIAMSVILLE, NY 14221; NATURE OF BUSINESS: NON PROFIT; START DATE: 11/2025; POSITION/TITLE/RELATIONSHIP: IMMEDIATE PAST PRESIDENT; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: ASSIST WITH ADMINISTRATIVE, OPERATIONS OF THE ORGANIZATION SUCH AS MEMBERSHIP, EDUCATIONAL OFFERINGS, ANNUAL CONFERENCE AND VENDOR INTERACTIONS; 5) Maple Kinder Trust Agreement; Trustee; This Trust has been created by a tax client of mine to only hold Class B Non Voting Shares for the benefit of his children of a privately held C corporation that he established and manages.; NIR; 0; 08/14/2020; 6831 Colyer Crossing Victor NY 14564; Any general annual administrative tasks.

Exams

• S63 Uniform Securities Agent State Law Examination
  2015-10-01