Bradley Paul Canavan

Current Employers

Employment History

• 06/2020 → 09/2025
  Avantax Advisory Services
  Manilus, NY
• 12/2017 → 08/2019
  Family Care Medical Group
  Syracuse, NY
• 05/2019 → 09/2022
  Gregory Wilt Cpa Fc
  Manlius, NY
• 09/2015 → 08/2017
  Boom Boom Mex Me Taqueria
  Camillus, NY
• 01/2019 → 05/2020
  Door Dash
  San Francisco, CA
• 09/2020 → 09/2025
  Avantax Investment Services, Inc.
  Manilus, NY
• 09/2017 → 11/2017
  Unemployed
  Syracasue, NY
• 05/2019 → Present
  Gregory F Wilt Cpa
  Manlius, NY
• 06/2024 → 09/2025
  Avantax Insurance Agency And/Or Avantax Insurance Services.
  Manlius, NY
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Manlius, NY
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2022-02-09 → 2025-09-05
  Avantax Advisory Services
  Manilus, NY

Other Businesses

1) ADVANCED FINANCIAL SERVICES CNY; POSITION: Staff Accountant NATURE: I am a staff accountant who deals with bookkeeping, preparation of workpapers for a tax return, and preparation of workpapers for sales tax returns. INVESTMENT RELATED: No; 160; 130; 04/27/2020; 320 Fayette St, Manlius NY 13104, I do bookkeeping, preparation of sales tax returns, and preparation of workpapers relating to federal business and personal tax returns. 2) DOORDASH - FOOD DELIVERY; POSITION: Delivery Driver NATURE: I login to the doordash app, receive orders from doordash to pick up food from a restaurant and then go to customer's homes to deliver their food. I am paid both a base rate and customers can add a tip onto the pay if they would like to. INVESTMENT RELATED: No; 10; 0; 10/04/2021; 901 Market St., Suite 600, San Francisco CA 94103, I login to the doordash app, receive orders from doordash to pick up food from a restaurant and then go to customer's homes to deliver their food. 3) BUDGETING; POSITION: Financial Coach NATURE: I will be meeting with clients to look at their budget, debt, and saving goals. I will be helping clients look at their bank statements and understand where their money is going to each month. I will provide guidance towards good financial habits such as paying down debt, limiting credit card use, saving, and limiting spending. I will mostly help clients to create a budget, follow the budget, provide critique towards the budget and help them understand ways to more easily pay off debt. INVESTMENT RELATED: No; 10; 0; 11/05/2021; 4892 Hillock meadows Dr, Syracuse NY 13215; I will be meeting with clients to go through their previous month's bank statements and look at all of the expenses that they had. I will be helping to show them that they may be overspending in an area, lacking on savings goals, or that they are actually able to spend more money if they so please. I will be helping them to craft a weekly budget, create good financial habits, such as balancing a check book, and teaching them how to not spend beyond their means. 4) GREGORY F WILT CPA; POSITION: Staff Accountant NATURE: I am a staff accountant which completes monthly bookkeeping, helps prepare sales tax returns, assists with population of tax returns. INVESTMENT RELATED: No; 160; 130 START DATE: 05/16/2019; 320 Fayette St, Manlius NY 13104, I am a staff accountant which completes monthly bookkeeping, helps prepare sales tax returns, assists with population of tax returns. 5) KAFL POSITION: Insurance Advisor NATURE: I am selling a Gerber Life insurance policy that is through AIM-CORE's affiliate in Rochester, NY (KAFL) INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/03/2025 ADDRESS: 320 Fayette St, Manlius NY 13104, United States DESCRIPTION: Insurance Advisor

Exams

• S66 Uniform Combined State Law Examination
  2021-12-18