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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
1450 Niagara Falls Blvd Suite #202, Tonawanda, NY 14150 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kenneth Weinstein Cpa & Cfp | Tonawanda | NY | 08/1975 | Present |
| Self Employed | Tonawanda | NY | 09/1975 | Present |
| Trusted Securities Advisors Corp. | Tonawanda | NY | 09/2002 | Present |
| Mony Securities Corporation | New York | NY | 12/2003 | 09/2025 |
| Avantax Investment Services, Inc. | Tonawanda | NY | 03/2005 | 09/2025 |
| Avantax Insurance Agency, Llc | Tonawanda | NY | 04/2015 | 09/2025 |
| Avantax Advisory Services | Tonawanda | NY | 11/2012 | 09/2025 |
| Cetera Wealth Services, Llc | Tonawanda | NY | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
Kenneth Weinstein~'NIR'~1450 niagara falls bvd-202~tonawanda~NY~14150~Rental Property Owner/Management~Department Manager~6/1/1976~0hrs~0hrs~manage and rent rental property-show property, collect rent, call handyman for repairs|Kenneth M Weinstein CPA, CFP~'NIR'~1450 niagara falls bvd-202~tonawanda~NY~14150~Tax Preparation/Accounting~Owner/Sole Proprietor~6/1/1976~180hrs~0hrs~owner cpa firm-preparing income tax returns, financial statements& giving clients advice|Auto Parts~'NIR'~44 valleybrook ln.~e. amherst~NY~14051~Automobile Sales/Service~Owner/Sole Proprietor~1/1/1990~4hrs~0hrs~sell seat covers for classic cars
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1991-04-19 |
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