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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2025-09-05 |
| FL | RA | APPROVED | 2025-08-07 |
Branch Locations
10 Summit St Suite 6, East Hampton, CT 06424 • United States
Ft Myers, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Avantax Investment Services, Inc. | East Hampton | CT | 12/1992 | 09/2025 |
| Avantax Advisory Services | East Hampton | CT | 09/1993 | 09/2025 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 07/2025 | Present |
| Cetera Wealth Services, Llc | Ft. Meyers | FL | 09/2025 | Present |
| Cetera Investment Advisers Llc | East Hampton | CT | 09/2025 | Present |
1) Edwards Financial Services~'NIR'~38 West High St~East Hampton~CT~06424~Tax Preparation/Accounting~Owner/Sole Proprietor~1/15/1993~20hrs~20hrs~owner 2) Green Square, INC~'NIR'~38 West High St~East Hampton~CT~06424~Tax Preparation/Accounting~Partner/General Partner~2/1/2012~12hrs~8hrs~Management of 6 Franchise H & R Block offices
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1998-05-07 |
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