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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-09-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Business Service Company | New Bedford | MA | 01/2020 | Present |
| Procaccianti Group | Cranston | RI | 01/2019 | 01/2020 |
| Cbiz & Mhm | Providence | RI | 08/2016 | 01/2019 |
| Avantax Advisory Services | New Bedford | MA | 07/2020 | 09/2025 |
| Avantax Investment Services, Inc. | New Bedford | MA | 07/2020 | 09/2025 |
| Business Service Company | New Bedford | MA | 07/2020 | Present |
| Tavares & Associates, Llc | Warren | RI | 12/2022 | Present |
| Cetera Wealth Services, Llc | New Bedford | MA | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) BUSINESS SERVICE COMPANY NON-INVESTMENT RELATED; TAX, BOOKKEEPING, PAYROLL, AND OTHER CLIENT SERVICES 2796 ACUSHNET AVENUE, NEW BEDFORD, MA 02745 CERTIFIED PUBLIC ACCOUNTANT, TAX PREPARER (START DATE 1/20/2020) 40 HRS PER WEEK 2) TAVARES & ASSOCIATES, LLC POSITION: Member NATURE: Tax Preparation, Accounting Consulting, and compliance related to state and federal taxes. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 12/01/2022 ADDRESS: 12 Highview Avenue, Warren RI 02885, United States DESCRIPTION: Prepare tax return Ensure tax compliance federal level Ensure tax compliancestate level level advise on tax changes and laws
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-10-31 |
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