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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2025-09-05 |
Branch Locations
10 Summit St Suite 6, East Hampton, CT 06424 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edwards Financial Services | East Hampton | CT | 01/2005 | Present |
| Avantax Investment Services, Inc. | East Hampton | CT | 11/2009 | 09/2025 |
| Eric Edwards | East Hampton | CT | 08/2012 | Present |
| H & R Block | East Hampton | CT | 07/2014 | 04/2019 |
| Avantax Advisory Services | East Hampton | CT | 09/2015 | 09/2025 |
| Avantax Insurance Agency, Llc | East Hampton | CT | 04/2018 | 09/2025 |
| Cetera Wealth Services, Llc | East Hampton | CT | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) Edwards Financial Services~'NIR'~10 Summit ST, Suite 6~East Hampton~CT~06424~Accounting Services/Tax Preparation~Independent Contractor~1/1/2005~10hrs~10hrs~Bookkeeping for single client 2) Eric Edwards~'NIR'~37 Cancellaro Dr~Wolcott~CT~06716~Accounting Services/Tax Preparation~Owner~8/3/2012~2hrs~2hrs~I prepare Tax Returns for a few Tax only clients.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-09-16 |
| S63 | Uniform Securities Agent State Law Examination | 2010-10-30 |
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