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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-01-27 |
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