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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 | 2025-08-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Foremost Business Services, Inc | Port Charlotte | FL | 06/1990 | Present |
| Avantax Investment Services, Inc. | Port Charlotte | FL | 07/1994 | 09/2025 |
| Avantax Advisory Services | Port Charlotte | FL | 09/1995 | 09/2025 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 07/2025 | Present |
| Cetera Wealth Services, Llc | Port Charlotte | FL | 09/2025 | Present |
Foremost Business Services, In~'NIR'~17466 Foremost Ln.~Port Charlotte~FL~33948~Tax Preparation/Accounting~Tax Preparation/Accounting~6/1/1990~120hrs~100hrs~tax prep/accounting|
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