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Current Employers
Cetera Investment Advisers Llc

1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2025-09-05
TX RA APPROVED 2025-09-05
  • NJ RA
    APPROVED
    Since 2025-09-05
  • TX RA
    APPROVED
    Since 2025-09-05

Branch Locations

3321 Doris Ave., Ocean, NJ 07712 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 09/1998 → 09/2025
    Avantax Investment Services, Inc.
    Ocean, NJ
  • 03/2016 → 09/2025
    Avantax Insurance Agency, Llc
    Ocean, NJ
  • 09/2025 → Present
    Cetera Wealth Services, Llc
    Ocean, NJ
  • 09/2025 → Present
    Schaumburg, IL
Previous Registrations
  • 2002-05-18 → 2025-09-05
    Avantax Advisory Services
    Bloomfield, NJ
    Ocean, NJ
    Dallas, TX
Other Businesses

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.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1999-04-08
  • S63 Uniform Securities Agent State Law Examination
    1999-04-08
Designations
Other Names
  • Perry Paul Weyser

View on SEC IAPD

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