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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
410 Jericho Tpke Suite 108, Jericho, NY 11753 • United States
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 |
|---|---|---|---|---|
| Integrated Financial Services | Westbury | NY | 01/1986 | Present |
| Avantax Investment Services, Inc. | Jericho | NY | 09/1993 | 09/2025 |
| Avantax Advisory Services | Jericho | NY | 03/1994 | 09/2025 |
| Cetera Wealth Services, Llc | Jericho | NY | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
Integrated Financial Services~'NIR'~333 Jericho Tpke - Ste 136~Jericho~NY~11753~Tax Preparation/Accounting~Tax Preparation/Accounting~2/1/1997~160hrs~140hrs~Management, Tax Preparation|
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1993-12-02 |
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