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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 |
| 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. | White Plains | NY | 02/1996 | 09/2025 |
| Avantax Advisory Services | White Plains | NY | 02/1998 | 09/2025 |
| Broncor Financial Group | White Plains | NY | 12/2010 | Present |
| Avantax Insurance Agency, Llc | White Plains | NY | 07/1997 | 09/2025 |
| Cetera Wealth Services, Llc | White Plains | NY | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) Boncor Tax & Financial Services; 50 Main St, Ste 1000, White Plains, NY 10606; Accounting Tax Preparation; 7/23/2012; 80hrs; 80hrs; tax preparer. 2) BONCOR FINANCIAL GROUP POSITION: Contractor NATURE: Professional Services - Business/IndividualTax Preparation/Payroll/Client Representative IRS/ and Accounting INVESTMENT RELATED: No NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 30 START DATE: 12/01/2010 ADDRESS: 22A Hillside Terr, White Plains NY 10601, United States DESCRIPTION: Business PlanningTax Preparation/Payroll/Client Representative IRS/ and Accounting?
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1993-12-22 |
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