Dale Elizabeth Lewis

Current Employers

Employment History

• 12/2005 → 12/2019
  H&R Block
  Newburyport, MA
• 09/2018 → 02/2020
  Lpl Financial Llc
  Waltham, MA
• 12/2005 → 12/2019
  H & R Block Professioal Resources, Llc
  Kansas City, MO
• 02/2020 → 09/2025
  Avantax Advisory Services
  Tewksbury, MA
• 02/2020 → 09/2025
  Avantax Investment Services, Inc.
  Tewksbury, MA
• 02/2020 → 09/2025
  Hd Vest Insurance Agency, Llc
  Tewksbury, MA
• 10/2016 → Present
  Taxes And A Plan
  Tewksbury, MA
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Tewksbury, MA
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2020-03-23 → 2025-09-05
  Avantax Advisory Services
  Tewksbury, MA
• 2019-03-05 → 2020-03-09
  Lpl Financial Llc
  Tewksbury, MA
  Kissimmee, FL

Other Businesses

1) Taxes and a Plan~'NIR'~1215 Main Street, Suite 124~Tewksbury~MA~01876~Accounting Services/Tax Preparation~Owner~10/26/2016~40hrs~20hrs~Currently I am the sole professional to provide services within Taxes and a Plan. As owner I handle all of the administrative, accounting and organizational functions of the business 2) TEWKSBURY FINANCIAL SERVICES POSITION: Owner NATURE: Investment advisor, financial planning, life insurance and annuities INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 12/15/2021 ADDRESS: 1215 Main Street, Suite 124, Tewksbury MA 01876, United States DESCRIPTION: As Avantax Financial Professional offer products and services provided through Avantax 3) OFFICE CONDOMINIUM POSITION: Owner NATURE: This property was purchased to conduct tax preparation and related services for current tax clients and prospects. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/31/2017 ADDRESS: 200 Vest Way, North Andover MA 01845, United States DESCRIPTION: Duties include receiving monthly rent, paying bills (monthly mortgage, real estate taxes, condominium association dues and water), and providing ongoing maintenance, repairs and upgrades.

Exams

• S66 Uniform Combined State Law Examination
  2019-01-03

Designations