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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_RES | 2025-09-05 |
Branch Locations
222 E. Main Street Suite 206, Smithtown, NY 11787 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| V.A.M.C. Northport | Northport | NY | 10/1990 | Present |
| Avantax Investment Services, Inc. | Smithtown | NY | 05/1995 | 09/2025 |
| Ljs Financial Services | Smithtown | NY | 05/1995 | Present |
| Avantax Advisory Services | Smithtown | NY | 03/2015 | 09/2025 |
| Avantax Insurance Services, Llc | Smithtown | NY | 07/1997 | 09/2025 |
| Cetera Wealth Services, Llc | Smithtown | NY | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) Navigator Financial Strategies, In~'NIR'~308 W. MAIN ST, STE 206~SMITHTOWN~NY~11787~Tax Preparation/Accounting~Director/Officer~10/1/2000~1hrs~0hrs~Financial services and tax preparation
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1995-06-29 |
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