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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-09-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Avantax Advisory Services | Park Ridge | IL | 07/2020 | 09/2025 |
| Avantax Investment Services, Inc | Park Ridge | IL | 07/2020 | 09/2025 |
| Rozovics Group Llp | Park Ridge | IL | 06/2013 | 02/2023 |
| Rozovics Group Llp | Park Ridge | IL | 01/2022 | Present |
| Cj Hollenbeck & Associates Professional Company | Park Ridge | IL | 01/2024 | Present |
| Rozovics Wealth Management Llc | Park Ridge | IL | 02/2024 | Present |
| Rozovics Wealth Management Llc | Park Ridge | IL | 02/2024 | Present |
| Rozovics Wealth Management Llc | Park Ridge | IL | 02/2024 | Present |
| Cetera Wealth Services, Llc | Park Ridge | IL | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) ROZOVICS GROUP LLP POSITION: Partner NATURE: Prepare and review tax returns, as well as provide tax advise. INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2022 ADDRESS: 1580 N Northwest Hwy, #120, Park Ridge IL 60068, United States DESCRIPTION: I prepare individual and business tax returns, as well as review individual and business returns my staff prepare. I consult with small businesses on tax strategies. 2) CJ HOLLENBECK & ASSOCIATES PROFESSIONAL COMPANY POSITION: Owner NATURE: I own this company, which provides services to Rozovics Group LLP, this company manages clients for Rozovics Group LLP. INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 01/01/2024 ADDRESS: 805 W Touhy, Park Ridge IL 60068, United States DESCRIPTION: I manage the client experience in Rozovics Group LLP. Including fulfillment of their income tax needs. 3) ROZOVICS WEALTH MANAGEMENT LLC POSITION: Advisor NATURE: Wealth management INVESTMENT RELATED: Yes NUMBER OF HOURS: 60 SECURITIES TRADING HOURS: 60 START DATE: 02/29/2024 ADDRESS: 805 W Touhy, Park Ridge IL 60068, United States DESCRIPTION: Advisor
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-07-12 |
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