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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-09-17 |
| NJ | RA | APPROVED | 2025-09-05 |
Branch Locations
540 Sylvan Ave, Englewood Cliffs, NJ 07632 • United States
135 Russell Ave, Edgewater, NJ 07020 • United States
Delray Beach, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Investment Center. Inc. | Englewood Cliffs | NJ | 10/2010 | 12/2023 |
| Ic Advisory Services, Inc. | Englewood Cliffs | NJ | 10/2010 | 12/2023 |
| Sylvan Financial Advisors | Englewood Cliffs | NJ | 08/2017 | Present |
| Otterstedt Insurance Agency | Englewood Cliffs | NJ | 10/2006 | Present |
| Cornerstone Producers Group | Englewood Cliffs | NJ | 01/2010 | 02/2019 |
| Avantax Investment Services Inc | Englewood Cliffs | NJ | 12/2023 | 09/2025 |
| Avantax Advisory Services | Englewood Cliffs | NJ | 12/2023 | 09/2025 |
| Avantax Insurance Agency, Llc | Englewood Cliffs | NJ | 12/2023 | 09/2025 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 07/2025 | Present |
| Cetera Wealth Services, Llc | Englewood Cliffs | NJ | 09/2025 | Present |
| Cetera Investment Advisers Llc | Englewood Cliffs | NJ | 09/2025 | Present |
1) OTTERSTEDT INSURANCE AGENCY POSITION: Independant Financial Advisor NATURE: Issues P&C policies. Place auto and homeowners Ins. policies. Place business insurance policiew. Refer clients to the Property Casualty agency when appropriate INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 1 START DATE: 10/01/2006 ADDRESS: 540 Sylvan Ave, Englewood Cliffs NJ 07632, United States DESCRIPTION: Only duties are to refer clients when appropriate for commercial insurance, homeowner and auto insurance to the agency. 2) SYLVAN FINANCIAL ADVISORS POSITION: Financial Advisor NATURE: This is a DBA used forInvestment PlanningEstate PlanningFinancial planningRetirement planningCollege planning INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 08/23/2017 ADDRESS: 540 Sylvan Ave, Englewood Cliffs NJ 07632, United States DESCRIPTION: -Meeting with clients-Reviewing investment goals and prefomance-Client strategy meetings-manage and maintain client relationships-Rebalance and manage portfolios-Retirement income planning
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-11-21 |
| S63 | Uniform Securities Agent State Law Examination | 1993-12-17 |
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