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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-09-05 |
| TX | RA | APPROVED_RES | 2025-09-05 |
Branch Locations
175 Highland Avenue Ste 301, Needham, MA 02494 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Martin S Kofman Cpa | Newton | MA | 08/1982 | Present |
| Avantax Investment Services, Inc. | Needham | MA | 10/1998 | 09/2025 |
| Avantax Insurance Agency Llc | Needham | MA | 02/2017 | 09/2025 |
| Martin S Kofman Office Sharing | Needham | MA | 07/2010 | Present |
| Cetera Wealth Services, Llc | Needham | MA | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) K & K Investments~175 Highland Ave~Needham~MA~02494~Accounting/Bookkeeping (No Tax Preparation)~Partner/General Partner~1/13/1990~0hrs~0hrs~Investment partnership with a friend. No duties Except help with decisions. 2) Martin S. Kofman, CPA~175 Highland Avenue~Needham~MA~02494~Tax Preparation/Accounting~Owner/Sole Proprietor~12/2/1983~160hrs~140hrs~CPA. 3) Martin S Kofman Office Sharing~175 Highland Avenue~Needham~MA~02494~Other~Other~7/1/2010~1hrs~1hrs~no time required except collecting one check per month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-11-08 |
| S63 | Uniform Securities Agent State Law Examination | 1999-01-11 |
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