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432 Security Blvd. Ste. 101, Green Bay, WI 54313-9709 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2021-07-13 |
Branch Locations
330 Boston Road Ste 12, North Billerica, MA 01862 • United States
432 Security Blvd., Green Bay, WI 54313 • UNITED STATES
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles M. Carella,Cpa | N. Billerica | MA | 10/1980 | Present |
| Avantax Investment Services, Inc. | North Billerica | MA | 11/1991 | 05/2021 |
| Avantax Advisory Services | North Billerica | MA | 07/1993 | 05/2021 |
| Packerland Brokerage Services | Green Bay | WI | 05/2021 | Present |
2) Fiduciary Appointment Trustee 13 Aynsley Circle Billerica MA 01821 2/22/2016 5hrs~0hrs Trustee for the revocable trust of mother Carmela Carella, date of birth [DOB]. 3) Charles M. Carella, CPA 330 Boston Rd Ste 12 North Billerica MA 01862 Tax Preparation/Accounting CPA Owner/Sole Proprietor 5/6/2003 240hrs~140hrs
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1992-01-06 |
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