Teresa Lynn Barie

Current Employers

Employment History

• 01/1988 → Present
  H&R Block
  Olean, NY
• 06/1994 → 10/2020
  Avantax Investment Services, Inc.
  Bradford, PA
• 01/2018 → 10/2020
  Avantax Advisory Services
  Bradford, PA
• 12/1996 → 10/2020
  Avantax Insurance Agency, Llc
  Bradford, PA
• 01/1998 → Present
  Fox Holdings, Inc Dba H&R Block And Fox Financial Services
  Olean, NY
• 10/2020 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 01/1998 → Present
  Fox Financial
  Olean, NY
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2018-01-10 → 2018-01-29
  Avantax Advisory Services
  Bradford, PA

Other Businesses

1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START: 11/1995 APX NUMBER OF HOURS PER WEEK: 5 APX NUMBER OF HOURS DURING TRADING HOURS: 5 TITLE: AGENT/IND CONTRACTOR DUTIES: SELLS LIFE AND LONG-TERM CARE 2. NAME OF OTHER BUSINESS: FOX HOLDINGS, INC DBA H&R BLOCK AND FOX FINANCIAL SERVICES INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: TAX PREPARATION SERVICES, BOOKKEEPING, PAYROLL START: 1/1998 TITLE: OFFICE MANAGER / VICE PRESIDENT APX NUMBER OF HOURS PER WEEK: 20 APX NUMBER OF HOURS DURING TRADING HOURS: 20 DUTIES: MANAGE H&R BLOCK. HIRE, TRAIN, OVERSEE ALL EMPLOYEES 3. NAME OF OTHER BUSINESS: TERESA BARIE INVESTMENT RELATED: NO ADDRESS: 1306 EL LOBO WAY, THE VILLAGES, FL 14760 NATURE OF BUSINESS: RENTAL PROPERTIES START: 8/2015 TITLE: CO-OWNER APX NUMBER OF HOURS PER WEEK: MINIMAL APX NUMBER OF HOURS DURING TRADING HOURS: MINIMAL DUTIES: I AM CO-OWNER OF ABOVE RENTAL PROPERTY WITH MY HUSBAND THOMAS BARIE, I FACILITATE: TENANTS AS THIS IS VACATION RENTAL, REPAIRS AND MAINTENANCE AND PERFORM ALL BOOKKEEPING RELATED TO THIS PROPERTY. 4. NAME OF OTHER BUSINESS: TERESA BARIE; INVESTMENT RELATED: NO; ADDRESS: 41 MAIN ST, HAMMONDSPORT, NY 14840; NATURE OF BUSINESS: RENTAL PROPERTY; START: 09/2022; TITLE: OWNER; APX NUMBER OF HOURS PER WEEK: 5; APX NUMBER OF HOURS DURING TRADING HOURS: 5; DUTIES: FACILITATE TENANTS, REPAIRS & MAINTENANCE & ALL BOOKKEEPING PERTAINING TO THE PROPERTY; 5. NAME OF OTHER BUSINESS: TERESA BARIE INVESTMENT RELATED: NO ADDRESS: 1440 SOUTH AVE, OLEAN, NY 14760 NATURE OF BUSINESS: RENTAL PROPERTIES START: 6/2003 TITLE: CO-OWNER APX NUMBER OF HOURS PER WEEK: MINIMAL APX NUMBER OF HOURS DURING TRADING HOURS: MINIMAL DUTIES: CO-OWNER WITH SPOUSE. I FACILITATE TENANTS, REPAIRS AND MAINTENANCE AND ALL BOOKKEEPING PERTAINING TO THIS RENTAL PROPERTY 6. NAME OF OTHER BUSINESS: N/A; INVESTMENT RELATED: NO; ADDRESS: SAME AS RESIDENTIAL LOCATION; NATURE OF BUSINESS: RENTAL HOME; START: 8/2023; POSITION/TITLE/RELATIONSHIP: HOMEOWNER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; DUTIES: RENT OUT HOME; 7. NAME OF OTHER BUSINESS: POWER OF ATTORNEY INVESTMENT RELATED: NO ADDRESS: 300 AUSTIN CT, OLEAN, NY 14760 NATURE OF BUSINESS: POWER OF ATTORNEY START: 7/2018 TITLE: POWER OF ATTORNEY FOR FATHER'S GIRLFRIEND APX NUMBER OF HOURS PER WEEK: MINIMAL APX NUMBER OF HOURS DURING TRADING HOURS: MINIMAL DUTIES: POA, CURRENTLY NOT BEING UTILIZED AS SHE IS CURRENTLY OF SOUND MIND AND ABLE TO SIGN ON HER OWN. 8. NAME OF OTHER BUSINESS: FOX FINANCIAL INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START: 1/1998 TITLE: IND CONTRACTOR APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: PROVIDE FINANCIAL SERVICES; 9. NAME OF OTHER BUSINESS: N/A; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: NOTARY; START: 5/2024; TITLE: NOTARY PUBLIC; APX # OF HRS/WK & DUR TRD HRS: LESS THAN 1; DUTIES: NOTARIZE DOCUMENTS; 10. NAME OF OTHER BUSINESS: BARIE RENTAL; INVESTMENT RELATED: NO; ADDRESS: 442 SAN PEDRO DR, THE VILLAGES, FL 32159; NATURE OF BUSINESS: PROPERTY RENTAL; START: 5/2024; TITLE: HOME OWNER; APX # OF HRS/WK: 3; APX # OF HOURS DURING TRADING HOURS: 1; DUTIES: UTILIZE AIRBNB & VRBO, MANAGING THE PROPERTY, FACILITATING RENTER, OVERSEEING REPAIRS, DEPOSITING INCOME AND PAYING BILLS;

Exams

• S63 Uniform Securities Agent State Law Examination
  1994-09-22

Designations

Other Names

• Teresa Lynn Austin