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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
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 |
|---|---|---|---|---|
| Avantax Investment Services, Inc. | Dobbs Ferry | NY | 11/1995 | 09/2025 |
| Avantax Advisory Services | Dobbs Ferry | NY | 06/2017 | 09/2025 |
| Avantax Insurance Agency And/Or Avantax Insurance Services | Dobbs Ferry | NY | 11/1995 | 09/2025 |
| Cetera Wealth Services, Llc | Dobbs Ferry | NY | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) Lindberg Tax~84 main st~dobbs ferry~NY~10522~Tax Preparation/Accounting~Owner/Sole Proprietor~1/1/2000~10hrs~10hrs~tax preparation 2) Lindberg Tax and Financial Service~84 main st~dobbs ferry~NY~10522~Tax Preparation/Accounting~Tax Preparation/Accounting~1/1/2000~10hrs~10hrs~tax preparation 3) Lindberg Tax & Financial Svces~84 main st~dobbs ferry~NY~10522~Tax Preparation/Accounting~Owner/Sole Proprietor~1/1/2000~10hrs~10hrs~tax preparation
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1992-12-29 |
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