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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
TX RA APPROVED_RES 2025-09-05
FL RA APPROVED 2025-08-15
  • TX RA
    APPROVED_RES
    Since 2025-09-05
  • FL RA
    APPROVED
    Since 2025-08-15

Branch Locations

2555 Enterprise Rd Ste 4, Clearwater, FL 33763 • 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
Cooney Financial Inc Clearwater FL 02/1997 Present
Avantax Investment Services, Inc. Clearwater FL 06/2015 09/2025
Avantax Insurance Agency, Llc Clearwater FL 06/2015 09/2025
Deborah And Scott Cooney Clearwater FL 09/2013 Present
Avantax Advisory Services Clearwater FL 07/2016 09/2025
Dac Medical Llc Clearwater FL 06/2019 06/2021
Mulberry Sdc Llc Clearwater FL 06/2019 Present
Lips Medical Associates Llc Dunedin FL 07/2019 11/2019
Cooney Financial Inc Clearwater FL 02/1997 Present
Cetera Investment Advisers, Llc Schaumburg IL 08/2025 Present
Cetera Wealth Services, Llc Clearwater FL 09/2025 Present
Cetera Investment Advisers Llc Clearwater FL 09/2025 Present
  • 02/1997 → Present
    Cooney Financial Inc
    Clearwater, FL
  • 06/2015 → 09/2025
    Avantax Investment Services, Inc.
    Clearwater, FL
  • 06/2015 → 09/2025
    Avantax Insurance Agency, Llc
    Clearwater, FL
  • 09/2013 → Present
    Deborah And Scott Cooney
    Clearwater, FL
  • 07/2016 → 09/2025
    Avantax Advisory Services
    Clearwater, FL
  • 06/2019 → 06/2021
    Dac Medical Llc
    Clearwater, FL
  • 06/2019 → Present
    Mulberry Sdc Llc
    Clearwater, FL
  • 07/2019 → 11/2019
    Lips Medical Associates Llc
    Dunedin, FL
  • 02/1997 → Present
    Cooney Financial Inc
    Clearwater, FL
  • 08/2025 → Present
    Schaumburg, IL
  • 09/2025 → Present
    Cetera Wealth Services, Llc
    Clearwater, FL
  • 09/2025 → Present
    Clearwater, FL
Previous Registrations
  • 2016-07-26 → 2025-09-05
    Avantax Advisory Services
    Clearwater, FL
    Tarpon Springs, FL
Other Businesses

1) DEBORAH AND SCOTT COONEY POSITION: Owner NATURE: Rental Property- Office INVESTMENT RELATED: Yes NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 3 START DATE: 09/01/2013 ADDRESS: 2555 ENTERPRISE RD, Suite 4, CLEARWATER, FL FL 33763, United States DESCRIPTION: Rental office Property owned personally rented to Owner's Business 2) DEBORAH AND SCOTT COONEY DBA COONEY EXECUTIVE SUITES POSITION: Owner NATURE: Rental Property- Office INVESTMENT RELATED: Yes NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 3 START DATE: 09/01/2013 ADDRESS: 2555 ENTERPRISE RD, Suite 4, CLEARWATER, FL FL 33763, United States DESCRIPTION: Rental office Property owned personally rented to Owner's Business 3) DBA COONEY FINANCIAL SERVICES - NOT REALLY USING THE NAME JUST A REDIRECTED URL POSITION: Ex-Owner of DBA NATURE: Was using as a Marketing Name for my Financial/Insurance Business. Not really using now because the DBA has expired but the URL is now on auto redirect to Cooneyfinancial.com INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 08/07/2015 ADDRESS: 2555 ENTERPRISE RD, Suite 4, Clearwater FL 33763, United States DESCRIPTION: Cooney Financial Services- Not using. Just URL Redirect. 4) MULBERRY SDC LLC POSITION: Owner NATURE: This entity was set up to owner rental property. It currently does not own any property. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 06/30/2019 ADDRESS: 307 Lakeview Drive, Tarpon Springs FL 34689, United States DESCRIPTION: This LLC is Jointly owned by my husband and I. He will be doing the majority of the work in regards to this property 5) COONEY FINANCIAL INC POSITION: Owner/Sole Proprietor- Turned President NATURE: Accounting Services/Tax Preparation/ Financial(for Advertising Purposes) INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 60 START DATE: 02/28/1997 ADDRESS: 2555 Enterprise Rd, Ste 4, Clearwater FL 33763, United States DESCRIPTION: Owner/President, Oversee everything and final sign off.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-06-23
S63 Uniform Securities Agent State Law Examination 1990-11-30
  • S65 Uniform Investment Adviser Law Examination
    2016-06-23
  • S63 Uniform Securities Agent State Law Examination
    1990-11-30
Other Names
  • Deborah Cooney
  • Debbie Voege
  • Deborah Astrid Voege
  • Debbie Voege

View on SEC IAPD

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