Naresh Shantilal Patel

Current Employers

Employment History

• 05/1996 → 09/2025
  Avantax Investment Services, Inc.
  Westford, MA
• 01/2018 → 09/2025
  Avantax Insurance Agency, Llc
  Westford, MA
• 10/2013 → Present
  P&C Tax And Financial Group, Llc D/B/A James M Ree
  Ashland, NH
• 10/2004 → Present
  Dada Property Management Corp
  Westford, MA
• 02/2013 → Present
  James M. Reera & Co.
  Ashland, NH
• 01/2003 → Present
  Westford Tax & Financial Group Inc
  Westford, MA
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Westford, MA
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2000-02-06 → 2025-09-05
  Avantax Advisory Services
  Westford, MA
  Ashland, NH
  Westford, MA
  Ashland, NH

Other Businesses

1) NABED, INC.~270 LITTLETON RD UNIT 14~WESTFORD~MA~01886~Other~Other~1/1/2015~1hrs~0hrs~Promoting the cause. Attending the educational events. Conducting the board meeting. 2) DaDa Property Management Corp~270 Littleton Road Unit 14~Westford~MA~01886~Rental Property~Owner~10/1/2004~1hrs~0hrs~Maintenance of Inside of Property. Payment of Real Estate Taxes and Utility bills. 3) Bhakta Samaj USA Inc~147 Frost Rd~tyngsboro~MA~01879~Other~Other~11/10/2018~1hrs~1hrs~On a request from the executive committee advisor gives opinion with no binding effect. Advisor has no voting right or decision making 4) P&C TAX AND FINANCIAL GROUP, LLC D/B/A JAMES M REE POSITION: Partner/General Partner NATURE: Accounting Services/Tax Preparation INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 10 START DATE: 10/18/2013 ADDRESS: 20 Main St., Unit 2, Ashland NH 03217, United States DESCRIPTION: Provide Accounting and Bookkeeping services 5) JAMES M. REERA & CO. POSITION: Director/Officer NATURE: Accounting Services/Tax Preparation INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 02/01/2013 ADDRESS: 20 Main St., Unit 2, Ashland NH 03217, United States DESCRIPTION: Supervisor Responsibility. This office is managed by other Manager Accountant. Provided need based consulting on tax issues. 6) WESTFORD TAX & FINANCIAL GROUP INC POSITION: President NATURE: Accounting Services/Tax Preparation Financial Services INVESTMENT RELATED: No NUMBER OF HOURS: 170 SECURITIES TRADING HOURS: 80 START DATE: 01/02/2003 ADDRESS: 270 LITTLETON RD UNIT 14, WESTFORD MA 01886, United States DESCRIPTION: Tax Preparation and Supervising the office. Financial Services and Planning 7) WESTFORD TAX SERVICES INC POSITION: Tax Preparer NATURE: Accounting Services/Tax Preparation INVESTMENT RELATED: No NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 80 START DATE: 01/03/2025 ADDRESS: 270 Littleton Road, Unit 14, Westford MA 01886, United States DESCRIPTION: Tax Preparation

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-11-30
• S63 Uniform Securities Agent State Law Examination
  1996-07-31

Other Names

• Naresh Shantilal Patel