Gregory Francis Wilt

Current Employers

Employment History

• 08/2010 → 09/2025
  Avantax Investment Services, Inc.
  Manlius, NY
• 10/2010 → 09/2025
  Avantax Advisory Services
  Manlius, NY
• 11/2020 → Present
  Gregory Wilt, Cpa,Pc
  Fayetteville, NY
• 08/2018 → Present
  Cny Abode, Llc
  Cazenovia, NY
• 01/2019 → Present
  Kafl Resources, Llc
  Manlius, NY
• 06/2019 → Present
  Excellus Ritter Insurance Marketing
  Harrisburg, PA
• 07/2019 → Present
  Kitschy Collective Llc
  Nashville, TN
• 10/2019 → 09/2022
  Humana Insurance
  Liverpool, NY
• 11/2020 → 09/2022
  United Healthcare
  Manlius, NY
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Manlius, NY
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2021-09-11 → 2025-09-05
  Avantax Advisory Services
  Manlius, NY

Other Businesses

1) CNY Abode, LLC~74 Lincklaen St~Cazenovia~NY~13035~Rental Property~Owner~8/2/2018~5hrs~5hrs~Sole owner and manager of real estate activity. I collect rents, authorize repairs, screen tenants and manage property. 2) KAFL Resources, LLC~800 Linden Ave~Rochester~NY~14625~Insurance Agent~Agent~1/1/2019~1hrs~1hrs~I will spend very little time on this activity ( a few hours per year) and merely offer the group benefits as a value-add to my clients who use our payroll service. I will introduce the payroll client to my KAFL contact and the KAFL contact will make product suggestions and close the sale. 3) Excellus Ritter Insurance Marketing~2600 Commerce Dr~Harrisburg~PA~17110~Insurance Agent~Agent~6/21/2019~1hrs~1hrs~Marketing Medicare Health Insurance Plans. 4) Kitschy Collective LLC~718 Thompson Ln Ste 108 #163~Nashville~TN~37204~Other~Owner~7/19/2019~3hrs~3hrs~Banking, accounting and tax compliance. 5) PURPLE INVESTORS GROUP LLC; POSITION: Partner/General Partner NATURE: Real Estate INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 11/24/2015; 320 Fayette St, Manlius NY 13104, Sign checks, day to day management. There is very little activity here. This is a real estate holding company that owns our office building. This entity owns a second commercial building that is rented to approximately 6 tenants. 6) ADVANCED FINANCIAL SERVICES, INC.; POSITION: President NATURE: This is really just a shell company with no real activity. We use this as a common brand but all of the substance flows through our other entities (Gregory F Wilt CPA, PC and Accu-Pay Payroll and Bookkeeping Services, Inc.) INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 11/24/2015; 320 Fayette St, Manlius NY 13104, Sign checks and day to day management. 7) GREGORY F WILT, CPA, PC POSITION: Owner/Sole Proprietor NATURE: Tax Preparation/Accounting INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 150 START DATE: 01/01/2000 ADDRESS: 320 Fayette St, Manlius NY 13104, United States DESCRIPTION: provide accounting, bookkeeping and tax preparation services. 100% owner and officer. 8) ACCU-PAY PAYROLL AND BOOKKEEPING SERVICES, INC. POSITION: Owner/Sole Proprietor NATURE: Accounting/Bookkeeping (No Tax Preparation) INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 12/26/2010 ADDRESS: 320 Fayette St, Manlius NY 13104, United States DESCRIPTION: Market the company, bring in new clients, and process payroll when needed. Supervise payroll and bookkeeping clerk.

Exams

• S66 Uniform Combined State Law Examination
  2010-08-20

Designations