Stephen Berkeridge

Current Employers

Employment History

• 01/2007 → Present
  U.S. Department Of Transportation
  Baltimore, MD
• 10/2007 → Present
  Delmarva Tax Services
  Newark, MD
• 05/2014 → 09/2025
  Avantax Investment Services, Inc.
  Newark, DE
• 09/2007 → Present
  Cecil College
  North East, MD
• 03/2015 → 11/2022
  Health Insurance Associates
  Newark, DE
• 01/2017 → Present
  Summit Bridge Veterinary Hospital Llc
  Newark, DE
• 01/2017 → Present
  Taxfyle
  Newark, DE
• 10/2018 → 09/2025
  Avantax Insurance Agency, Llc
  Newark, DE
• 07/2020 → 08/2021
  Keystone Funding, Inc
  Middletown, DE
• 01/2015 → 09/2025
  Avantax Advisory Services
  Newark, DE
• 09/2021 → 11/2022
  Crown Home Mortgage
  Fairfield, NJ
• 09/2025 → Present
  Cetera Wealth Services, Llc
  North East, MD
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2015-01-06 → 2025-09-05
  Avantax Advisory Services
  Newark, DE
  North East, MD

Other Businesses

1) Cheyla's Rescue Foundation~912 Westerly Ct~Newark~DE~19702~Other~Other~10/1/2018~10hrs~10hrs~I will be responsible for the tax/accounting compliance. 2) Riviera Rescue~772 Riviera Dr~Canyon Lake~TX~78133~Other~Other~12/17/2019~5hrs~5hrs~I will be responsible for the bookkeeping and tax compliance. 3) SUMMIT BRIDGE INVESTMENT PROPERTIES, LLC POSITION: Partner/General Partner NATURE: Real Estate INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 09/01/2016 ADDRESS: 3930 Red Lion Rd, Newark DE 19701, United States DESCRIPTION: Purchasing property to build a veterinary practice. Practice not created yet. 4) SUMMIT BRIDGE VETERINARY HOSPITIAL, LLC POSITION: Partner/General Partner NATURE: Veterinary Services INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 10 START DATE: 01/09/2017 ADDRESS: 3930 Red Lion Rd, Newark DE 19701, United States DESCRIPTION: Partner & CFO. 5) BERKERIDGE FINANCIAL SERVICES POSITION: Owner/Sole Proprietor NATURE: Tax Preparation/Accounting INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 120 START DATE: 10/01/2007 ADDRESS: 2288 Pulaski Hwy, Unit D, North East MD 21901, United States DESCRIPTION: Provide tax preparation and accounting services. 6) CECIL FAMILIES FIRST, INC. POSITION: Accountant NATURE: CFF is a not-for-profit organization, and my role is to make sure we stay complaint with all accounting, IRS and state reporting requirements. INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 5 START DATE: 04/14/2023 ADDRESS: 2288 Pulaski Hwy, Unit D, North East MD 21901, United States DESCRIPTION: Bookkeeping and tax reporting

Exams

• S66 Uniform Combined State Law Examination
  2014-09-26

Other Names

• Stephen M Berkeridge