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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-09-05 |
Branch Locations
26 Court Street Suite 2305, Brooklyn, NY 11242 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Moishe T Simon Cpa | Brooklyn | NY | 04/2005 | Present |
| Aston Lieplich Cpa | Brooklyn | NY | 09/2000 | Present |
| Avantax Investment Services, Inc. | Brookl | NY | 06/2005 | 09/2025 |
| Avantax Advisory Services | Brooklyn | NY | 10/2006 | 09/2025 |
| Moishe Y. Simon Cpa Financial Services | Brooklyn | NY | 07/2005 | Present |
| Avantax Insurance Agency And/Or Avantax Insurance Services | Brooklyn | NY | 11/2006 | 09/2025 |
| Cetera Wealth Services, Llc | El Segundo | CA | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
Moishe Y. Simon CPA , Financial Services~'NIR'~473 Brooklyn Avenue~Brooklyn~NY~11225~Accounting Services/Tax Preparation~Owner~7/8/2005~150hrs~100hrs~CPA|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-11-04 |
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