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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DE | RA | APPROVED | 2025-12-01 |
| TX | RA | APPROVED | 2025-12-01 |
Branch Locations
103 Foulk Road Suite 100B, Wilmington, DE 19803-3742 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Alvini & Associat, Pa | Newark | DE | 01/2006 | 12/2025 |
| Avantax Investment Services, Inc. | Newark | DE | 01/2006 | 11/2020 |
| Avantax Advisory Services | Newark | DE | 04/2006 | 11/2020 |
| Alvini & Associates, P.A. | Wilmington | DE | 01/2007 | 12/2025 |
| Avantax Insurance Agency, Llc | Newark | DE | 07/2019 | 11/2020 |
| Lpl Financial, Llc | Wilmington | DE | 11/2020 | 12/2025 |
| Ameriprise Financial Services Llc | Wilmington | DE | 12/2025 | Present |
Independent Insurance Brokering; Blue Cross; 01/01/2006; Health / Petersons International; 03/01/2025; Disability Income / American Equity; 12/01/2025; Fixed Annuity. Business Ownership; Alvini & Associates CPA & Financial Services; Owner; Tax Preparation; 103 Foulk Road, Suite 100B, Wilmington, DE, 19803; Not Investment-Related; 01/01/2006; 1 to 9 hours per month; 1 to 9 during trading hours. Outside Employment; Alvini & Associates P.A.; Owner; Tax Preparation; 103 Foulk Road, , Wilmington, DE, 19803; Investment-Related; 12/01/2025; 40 to 59 hours per month; 10 to 19 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2006-03-07 |
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