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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-09-08 |
| NY | RA | APPROVED | 2025-09-05 |
Branch Locations
160 20A Willets Point Blvd, Whitestone, NY 11357 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Leo Kehoe Cpa | New York | NY | 01/1999 | Present |
| Avantax Investment Services, Inc. | Whitestone | NY | 01/2010 | 09/2025 |
| Avantax Insurance Agency And/Or Avantax Insurance Services | Whitestone | NY | 08/2017 | 09/2025 |
| Cetera Wealth Services, Llc | Whitestone | NY | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) leo kehoe cpa pc (1); cpa; tax prep accounting; NIR; 0; 01/01/1999; 160-20A Willets Point Blvd. Whitestone NY 11357; cpa individuals and business
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2010-01-18 |
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