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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| RI | RA | APPROVED | 2025-09-06 |
Branch Locations
8 Freebody Street Suite 1, Newport, RI 02840-5505 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Avantax Advisory Services | Newport | RI | 06/2009 | 09/2025 |
| Kelsey S Hyman, Cpa | Newport | RI | 02/2009 | Present |
| Avantax Investment Services, Inc. | Newport | RI | 06/2010 | 09/2025 |
| Lighthouse Wealth Management Advisors Ltd | Newport | RI | 01/2013 | Present |
| Avantax Insurance Agency Llc | New Port | RI | 06/2018 | 09/2025 |
| Cetera Wealth Services, Llc | El Segundo | CA | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) Kelsey S Hyman, CPA~'NIR'~8 Freebody Street, Suite 1~Newport~RI~02840-5505~Tax Preparation/Accounting~Owner/Sole Proprietor~2/1/2009~120hrs~120hrs~Provide tax preparation services and consulting for individuals, small businesses, estates and trust. Provide social security planning. 2) Lighthouse Wealth Advisors, LTD.~'NIR'~8 Freebody Street, Suite 1~Newport~RI~02840~Other~Other~1/22/2013~120hrs~90hrs~Operational and or Marketing Name for Avantax Services,
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2010-08-24 |
| S65 | Uniform Investment Adviser Law Examination | 2009-10-05 |
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