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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-07-27 |
| NJ | 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. | Hillsborough | NJ | 05/2012 | 09/2025 |
| Avantax Advisory Services | Hillsborough | NJ | 05/2012 | 09/2025 |
| Avantax Insurance Agency Llc | Hillsborough | NJ | 05/2012 | 09/2025 |
| First Baptist Church Of Lincoln Gardens | Somerset | NJ | 04/2008 | Present |
| Herman Johnson | Hillsborough | NJ | 01/1971 | Present |
| Cetera Wealth Services, Llc | Hillsborough | NJ | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1)First Baptist Church of Lincoln Gar~'NIR'~771 Somerset Street~Somerset~NJ~08844~Other~Treasurer/Comptroller~4/1/2008~40hrs~0hrs~Take collections for deposit, explains to Board of trustees where money is being spent, and sets budge 2)Herman Johnson~'NIR'~3 Tunison Close~Hillsborough~NJ~08844~Tax Preparation/Accounting~Tax Preparation/Accounting~1/1/1971~120hrs~120hrs~Tax Preparer
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-08-12 |
| S63 | Uniform Securities Agent State Law Examination | 2011-07-02 |
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