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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 | 2000-06-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| National Income Tax & Accounting & Insur | Largo | FL | 01/1985 | Present |
| Cetera Financial Specialists Llc | Schaumburg | IL | 06/1999 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 07/2002 | Present |
| National Tax, Accounting & Financial | St. Petersburg | FL | 10/2013 | Present |
1) NATIONAL INCOME TAX ACCOUNTING & INSURANCE SERVICES, INC. - NOT INVESTMENT RELATED - ACCOUNTING, INCOME TAX, ACCOUNTING SOFTWARE SALES & SUPPORT, HEALTH INSURANCE - TITLE: PRESIDENT - STARTED 1/85 - DUTIES: PREPARE TAX RETURNS, PROVIDE ACCOUNTING SERVICES, SELL & SUPPORT ACCOUNTING SOFTWARE - WORK 40 HRS/WK - THIS BUSINESS IS A CORPORATION - PARTNER: KAREN GARGIULO: 2)2)NATIONAL TAX, ACCOUNTING & FINANCIAL, INVESTMENT-RELATED AND NON-INVESTMENT RELATED, SAME ADDRESS AS REGISTERED LOCATION, ACCOUNTING, TAX AND FINANCIAL SERVICES, START DATE 10/09/2013, ACCOUNTANT, TAX PREPARER, QUICKBOOKS ADVISOR, REGISTERED REPRESENTATIVE, INSURANCE:
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2003-11-25 |
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