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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-09-05 |
| FL | RA | APPROVED | 2025-07-30 |
Branch Locations
5240 S University Drive Suite 106, Davie, FL 33328 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sagepoint Financial | Oakmont | PA | 04/2014 | 03/2017 |
| Fitzsimmons Metal | Glenshaw | PA | 03/2015 | 06/2017 |
| Avantax Investment Services, Inc. | Hollywood | FL | 07/2017 | 09/2025 |
| Vitale Miller Pa | Davie | FL | 07/2017 | Present |
| Vitale & Miller Pa | Hollywood | FL | 07/2017 | 04/2022 |
| Avantax Insurance Agency, Llc | Hollywood | FL | 10/2017 | 09/2025 |
| Avantax Advisory Services | Hollywood | FL | 01/2019 | 09/2025 |
| Vf Wealth Management Inc | Davie | FL | 11/2021 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 07/2025 | Present |
| Cetera Wealth Services, Llc | Davie | FL | 09/2025 | Present |
1) VF WEALTH MANAGEMENT INC POSITION: VICE PRESIDENT NATURE: Prepare Federal, state, and local tax returns for clients. commission based and fee based financial services business through Avantax. I am also an Owner of this company. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 11/01/2021 ADDRESS: 5240 University Drive, Suite 106, Davie FL 33328, United States DESCRIPTION: Prepare Federal, state, and local tax returns for clients. Book keeping services. Tax consulting. commission based and fee based financial services business through Avantax.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-11-12 |
| S63 | Uniform Securities Agent State Law Examination | 2014-05-28 |
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