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Current Employers
Cetera Investment Advisers Llc

1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-08-13
  • FL RA
    APPROVED
    Since 2025-08-13

Branch Locations

2138 Alt 19 Ste B & C, Palm Harbor, FL 34683 • United States

1000 S. Belcher Road Suite 7, Largo, FL 33771 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Avantax Investment Services, Inc. Largo FL 12/2013 09/2025
Michael E. Steuer, Cpa, P.A. Largo FL 01/2003 Present
Steuer & Co, Cpa Largo FL 06/2015 Present
Avantax Advisory Services Largo FL 02/2017 09/2025
Carver Technology & Marketing Services, Inc. Largo FL 06/2025 Present
Belcher Fountains Condominium Association, Inc. Largo FL 06/2025 Present
Cetera Investment Advisers Llc Schaumburg IL 07/2025 Present
Cetera Wealth Services, Llc Palm Harbor FL 09/2025 Present
  • 12/2013 → 09/2025
    Avantax Investment Services, Inc.
    Largo, FL
  • 01/2003 → Present
    Michael E. Steuer, Cpa, P.A.
    Largo, FL
  • 06/2015 → Present
    Steuer & Co, Cpa
    Largo, FL
  • 02/2017 → 09/2025
    Avantax Advisory Services
    Largo, FL
  • 06/2025 → Present
    Carver Technology & Marketing Services, Inc.
    Largo, FL
  • 06/2025 → Present
    Belcher Fountains Condominium Association, Inc.
    Largo, FL
  • 07/2025 → Present
    Schaumburg, IL
  • 09/2025 → Present
    Cetera Wealth Services, Llc
    Palm Harbor, FL
Previous Registrations
  • 2017-02-14 → 2025-09-05
    Avantax Advisory Services
    Largo, FL
    Palm Harbor, FL
Other Businesses

1) Barrington Hills Homeowner's Association, Inc.~2036 Glenbrook Dr~Dunedin~FL~34698~Other~Treasurer/Comptroller~7/6/2017~1hrs~0hrs~Treasurer - Volunteer. 2) Michael E. Steuer, CPA, P.A.~1000 S. Belcher Road, Suite 7~Largo~FL~33771~Other~Owner/Sole Proprietor~1/1/2003~160hrs~100hrs~Provides accounting, bookkeeping, tax preparation, IRS Resolution and payroll services. 3) Steuer Co, CPA~1000 S. Belcher Rd, Ste 7~Largo~FL~33771~Accounting~Owner/Sole Proprietor~6/30/2015~12hrs~100hrs~Accounting, Tax, Payroll, Bookkeeping, Financial Services. 4) COCONUT GROVE PROPERTY OWNERS ASSOCIATION, INC. POSITION: Treasurer NATURE: Our firm owns an office condo in Coconut Gove Office Park. I would serve as Treasurer on the Board. The association is responsible for grounds maintenance, budget & owner assessments. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 11/16/2023 ADDRESS: 35246 US Highway 19 N, #327, Palm Harbor FL 34684, United States DESCRIPTION: Board of Directors Voting Member to responsible for grounds maintenance, budget & owner assessments. 5) COCONUT GROVE OFFICE CONDOMINIUM ASSOCIATION, INC. POSITION: Treasurer NATURE: Our firm owns an office condo in the Coconut Grove Office Park. I would serve as Treasurer of the Board. The association is responsible for our Specific Building within the complex. The HOA association is responsible for grounds maintenance, budget & owner assessments. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 11/16/2023 ADDRESS: 35246 US Hwy 19 N, #327, Suite 604-1, Palm Harbor FL 34684, United States DESCRIPTION: Board of Directors Voting Member responsible for grounds maintenance, budget & owner assessments. 6)Accupay Payroll Solutions, LLC (1); Owner; Payroll Processing Firm; NIR; 0; 12/18/2019; 1000 S. Belcher Rd, Ste 8 Largo FL 33771; Process Payroll, 941, 940, W-2/W-3, Payroll Tax Deposits 7) CARVER TECHNOLOGY & MARKETING SERVICES, INC. POSITION: President NATURE: Carver Technology & Marketing Services is a C corporation which is used to pay myself for additional services beyond the scope of our CPA firm duties. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 06/03/2025 ADDRESS: 1000 S. Belcher Road, Suite 7, Largo FL 33771, United States DESCRIPTION: As president of this organization, I help develop materials for our CPA firm which are non investment related. 8) BELCHER FOUNTAINS CONDOMINIUM ASSOCIATION, INC. POSITION: President NATURE: Condo Association Trustee, in which our firm owns one of the units in the complex. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 06/03/2025 ADDRESS: 1000 S. Belcher Road, Suite 7, Largo FL 33771, United States DESCRIPTION: Management of Condo Association and serving fellow owners. Condo Association Trustee, in which our firm owns one of the units in the complex.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-01-27
  • S65 Uniform Investment Adviser Law Examination
    2017-01-27

View on SEC IAPD

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