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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | 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. | Hyde Park | MA | 05/2009 | 09/2025 |
| City Globe Real Estate & Tax Services | Hyde Park | MA | 01/1990 | Present |
| Avantax Insurance Agency, Llc | Hyde Park | MA | 04/2018 | 09/2025 |
| Cetera Wealth Services, Llc | Hyde Park | MA | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) City Globe Real Estate & Tax Service~1259 Hyde park avenue, Suite 130~Hyde Park~MA~02136~Tax Preparation/Accounting~Owner/Sole Proprietor~1/1/1990~140hrs~140hrs~Provide tax preparation service for clients. Act as a real estate broker for clients. 2) CITY GLOBE REAL ESTATE POSITION: Owner/ manager NATURE: Listing and selling real estate INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 0 START DATE: 08/15/1985 ADDRESS: 1259 Hyde Park Avenue, Suite 130, Hyde Park MA 02136, United States DESCRIPTION: Real estate agent engaging in listing and selling real properties.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-06-23 |
| S63 | Uniform Securities Agent State Law Examination | 2009-09-23 |
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