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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-09-05 |
| TX | RA | APPROVED | 2025-09-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Avantax Investment Services, Inc. | Teaneck | NJ | 10/1992 | 09/2025 |
| Avantax Advisory Services | Teaneck | NJ | 12/1993 | 09/2025 |
| Avantax Insurance Agency Llc | Teaneck | NJ | 06/2018 | 09/2025 |
| Clarion Tax & Wealth Strategies | Teaneck | NJ | 11/2024 | Present |
| Cetera Wealth Services, Llc | Teaneck | NJ | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) Columbia Life Insurance Co~'NIR'~P.O. BOX 1381~BINGHAMPTON~NY~13092-1381~Insurance Agent~Insurance Sales Agent~6/22/2017~5hrs~0hrs~Sale of life insurance 2) WPL Financial Services, LLC~'NIR'~887 Belle Ave~Teaneck~NJ~07666~Tax Preparation/Accounting~Chief Executive Officer~7/18/2005~10hrs~7hrs~Tax preparations and accounting 3) CLARION WEALTH MANAGEMENT; POSITION: Founding Financial Advisor NATURE: Clarion Wealth Management is the DBA name used for marketing and promoting financial services to high net worth individuals. Clarion Wealth Management has selected the S Corporation entity status effective January 1, 2023. INVESTMENT RELATED: No; 50; 65; 10/01/2022; 887 Belle Avenue, Teaneck NJ 07666, William P. Landers serves as Chief Financial Officer for Clarion WM. Duties include maintaining financial records and reporting. Development of client financial presentations. Communicating our value to the public. 4) CLARION TAX & WEALTH STRATEGIES POSITION: Director NATURE: Clarion Tax & Wealth Strategies is the DBA name used for marketing and promoting financial services. Clarion Tax & Wealth Strategies is a S-Corp. Operations begin January 1, 2025. INVESTMENT RELATED: No NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 50 START DATE: 11/07/2024 ADDRESS: 887 Belle Ave, Teaneck NJ 07666, United States DESCRIPTION: Assist with marketing and administration of the organization. Develop and promote educational seminars for client the will grow the business.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1992-11-13 |
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