Brian Scott Suraf

Current Employers

Employment History

• 08/2015 → 12/2017
  Key Investment Services Llc
  Camillus, NY
• 12/2017 → 06/2018
  Allstate Insurance Company
  Potsdam, NY
• 12/2019 → 09/2025
  Avantax Investment Services, Inc.
  Malone, NY
• 12/2019 → Present
  The Hoffman Eells Group Cpas
  Malone, NY
• 01/2018 → 06/2018
  Allstate Financial Services, Llc
  Potsdam, NY
• 06/2018 → 12/2019
  Suny Canton
  Canton, NY
• 06/2018 → Present
  Lending Club
  San Francisco, CA
• 09/2020 → 09/2025
  Avantax Insurance Agency, Llc
  Mailone, NY
• 02/2020 → 09/2025
  Avantax Advisory Services
  Malone, NY
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Lake Placid, NY
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2022-01-10 → 2025-09-05
  Avantax Advisory Services
  Malone, NY
  Lake Placid, NY
  Plattsburgh, NY
  Dallas, TX
  Potsdam, NY
• 2012-09-17 → 2015-08-11
  Lpl Financial Llc
  Malone, NY
  Potsdam, NY
• 2012-04-17 → 2012-05-09
  Edward Jones
  St Louis, MO

Other Businesses

1) HEG Advisory Services, LLC 31 Elm Street~Malone~NY~12953~Other~Employee~3/1/2020~80hrs~65hrs~Solely up to market financial services through Avantax. 2) The Hoffman Eells Group CPAs; Employee; Hoffman and Eells is a CPA firm. The firm provides accounting services to individuals, businesses, and non-profit organizations.; NIR; 65; 12/10/2019; 31 Elm Street Malone NY 12953; I will be working in a CPA office and my position will have responsibilities related to accounting and tax advisement and will vary based on the firm's needs throughout the year. My position's duties encompass all aspects of the firm's accounting services including tax management, accounting services, assurance, audits, reviews, compilation, litigation support and forensic accounting, bookkeeping, and computer and payroll services.

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-01-08
• S66 Uniform Combined State Law Examination
  2012-04-14

Other Names

• Brian Scott Suraf
• Brian S Suraf