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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-09-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Paul J Feinsinger Cpa Pa | Hobe Sound | FL | 02/1983 | Present |
| Avantax Investment Services, Inc. | Hobe Sound | FL | 09/1998 | 09/2025 |
| Avantax Insurance Agency, Llc | Hobe Sound | TX | 05/2009 | 09/2025 |
| Cetera Investment Advisers, Llc | Schaumburg | IL | 08/2025 | Present |
| Cetera Wealth Services, Llc | Hobe Sound | FL | 09/2025 | Present |
1) Paul J. Feinsinger, CPA, PA~'NIR'~11616 SE Dixie Highway~Hobe Sound~FL~33455~Tax Preparation/Accounting~Tax Preparation/Accounting~12/28/1998~120hrs~100hrs~CPA. 2) PHYLISS BITTING ESTATE POSITION: Personal Rep NATURE: Perform duties of individual deceased. Managing and finalizing estate INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 01/12/2025 ADDRESS: 11616 SE Dixie Hwy, Hobe Sound FL 33455, United States DESCRIPTION: As personal rep duties are marshaling the assets, resolving expenses, completing tax obligations, and disposing of assets per last wishes/ legal documents. There are no brokerage accounts nor will there be any in the future.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2000-05-12 |
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