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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | 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 | Toms River | NJ | 06/1995 | 09/2025 |
| Avantax Advisory Services | Toms River | NJ | 08/1997 | 09/2025 |
| Avantax Insurance Agency, Llc. | Toms River | NJ | 11/1995 | 09/2025 |
| Cetera Wealth Services, Llc | Toms River | NJ | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) JOSEPH A. CANNOVA, CPA CFP POSITION: Owner/Sole Proprietor NATURE: This is our DBA name for our financial planning and accounting practice. Manage financial planning clients assets , and do tax preparation for individual and small businesses. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 12/01/2007 ADDRESS: 1130 Hooper Avenue, Toms River NJ 08753, United States DESCRIPTION: Owner, CPA
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1998-09-16 |
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