Glenna Joy Durwin

Current Employers

Employment History

• 07/2020 → Present
  Davie Kaplan Wealth Care Advisors, Llc
  Rochester, NY
• 05/2018 → 04/2020
  Monroe Capital, Inc.
  Rochester, NY
• 10/2014 → 09/2017
  Macgregors' Grill & Tap Room
  Rochester, NY
• 09/2017 → 05/2018
  Unemployed
  Rochester, NY
• 04/2020 → 07/2020
  Unemployed
  Rochester, NY
• 10/2021 → 09/2025
  Avantax Investment Services Inc.
  Rochester, NY
• 10/2021 → 09/2025
  Avantax Advisory Services
  Rochester, NY
• 05/2025 → 09/2025
  Avantax Insurance Agency And/Or Avantax Insurance Service
  Rochester, NY
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Rochester, NY
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2022-02-16 → 2025-09-05
  Avantax Advisory Services
  Rochester, NY
  Rochester, NY

Other Businesses

1) DAVIE KAPLAN WEALTH CARE ADVISORS, LLC (RIA); ADDRESS: 28 N MAIN STREET, SUITE 1000 ROCHESTER NY; TITLE: INVESTMENT ADVISOR REPRESENTATIVE; NATURE OF BUSINESS/DUTIES: FINANCIAL PLANNING, INVESTMENT RELATED; NUMBER OF HOUR/MONTH DURING SECURITIES TRADING: 10 2) NYS NOTARY PUBLIC POSITION: NOTARY PUBLIC NATURE: NOTARIZING DOCUMENTS FOR NON WEALTH CARE CLIENTS INVESTMENT RELATED: NO NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 12/21/2022 ADDRESS: 28 MAIN STREET EAST, SUITE 1000, ROCHESTER NY 14614, UNITED STATES DESCRIPTION: NOTARIZING DOCUMENTS FOR NON WEALTH CARE CLIENTS OR INDIVIDUALS 3) DAVIE KAPLAN WEALTH CARE ADVISORS, LLC (INSURANCE); ADVISOR CONDUCTS INSURANCE SALES/REFERRALS; IR; 0; 01/01/2022; 1000 FIRST FEDERAL PLAZA ROCHESTER NY 14614; 4) DAVIE KAPLAN WEALTH CARE ADVISORS, LLC (FORMERLY DKCB WEALTH CARE ADVISORS, LLC) INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 07/2023 , POSITION/TITLE/RELATIONSHIP: FINANCIAL PLANNER & OPERATIONS MANAGER, APX NUMBER OF HOURS PER WEEK: .5 BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;

Exams

• S66 Uniform Combined State Law Examination
  2022-02-16

Designations

Other Names

• Glenna J Shores
• Glenna Shores
• Glenna Durwin
• Glenna Joy Shores