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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DE | RA | APPROVED | 2025-09-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tristate Financial Advisors | Philadelphia | PA | 08/2020 | 12/2022 |
| Little Flower Children And Family Services Of Ny | Wading River | NY | 01/2013 | 03/2019 |
| Federal Aviation Administration | Oklahoma City | OK | 03/2019 | 06/2019 |
| Unemployed | Philadelphia | PA | 07/2019 | 07/2020 |
| Trinity Wealth Securities L.L.C | Philadelphia | PA | 10/2020 | 12/2022 |
| Florida Financial Advisors, Llc | Philadelphia | PA | 08/2020 | 12/2022 |
| Van Buren Financial Group | Wilmington | DE | 01/2023 | Present |
| Avantax Investment Services Inc. | Wilmington | DE | 01/2023 | 09/2025 |
| Avantax Advisory Services | Wilmington | DE | 01/2023 | 09/2025 |
| Avantax Insurance Agency, Llc | Wilmington | DE | 01/2023 | 09/2025 |
| Cetera Wealth Services, Llc | Wilmington | DE | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) VAN BUREN FINANCIAL GROUP POSITION: Registered Representative NATURE: The entity as a whole provides retirement planning, supported by a host of tax planning, estate planning, investment planning, cash-flow planning, education planning, and any area of financial planning deemed necessary and beneficial for the client. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 01/01/2023 ADDRESS: 615 W. 18th Street, Wilmington DE 19802, United States DESCRIPTION: I serve as an Associate Financial Advisor. Responsibilities include:?-Build and maintain relationships with current and potential clients-Identify investment opportunities for clients that align with values-Counsel clients on financial options in variety of financial planning topics-Gather data, establishes client goals, and assist in implementation and follow-up of financial plans-Meet with clients to ensure ongoing success of plan, preparing financial planning updates and adjustments as necessary?
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2020-08-22 |
| S65 | Uniform Investment Adviser Law Examination | 2020-07-23 |
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