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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-09-05 |
| TX | RA | APPROVED | 2025-09-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Avantax Investment Services, Inc. | Ocean | NJ | 09/1998 | 09/2025 |
| Avantax Insurance Agency, Llc | Ocean | NJ | 03/2016 | 09/2025 |
| Cetera Wealth Services, Llc | Ocean | NJ | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) Goode & Weyser, CPA, LLC~'NIR'~1025 Hwy 35~Ocean~NJ~07712~Tax Preparation/Accounting~Partner/General Partner~1/1/2007~80hrs~60hrs~Preparation of individual and business tax returns 2) MERCHANT ADVOCATE POSITION: Referral partner NATURE: Merchant Advocate reviews businesses credit card processing systems to determine if money can be saved. They are not a credit card processing company. I have small business clients who I may recommend hire Merchant Advocate to determine if they can save money. INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 3 START DATE: 01/06/2022 ADDRESS: 1025 HWY 35, OCEAN NJ 07712, United States DESCRIPTION: When I prepare the tax return for the business one of the expenses I review is the merchant fees. If I believe the business can save money, I will talk to them about Merchant Advocate.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1999-04-08 |
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