Brian Thomas Osborne

Current Employers

Employment History

• 07/2005 → 03/2021
  Xfact, Inc.
  North Andover, MA
• 10/2021 → Present
  Financial & Estate Advisors, Llc
  Danvers, MA
• 10/2021 → Present
  Stephen Chase Tax Preparation Dba Steve Chase Tax Prep 2
  Danvers, MA
• 03/2021 → 10/2021
  Unemployment
  Danvers, MA
• 01/2024 → 09/2025
  Avantax Investment Services Inc.
  Danvers, MA
• 01/2024 → 09/2025
  Avantax Advisory Services
  Danvers, MA
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Danvers, MA
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2024-05-01 → 2025-09-05
  Avantax Advisory Services
  Danvers, MA
  Dallas, TX

Other Businesses

1) FINANCIAL & ESTATE ADVISORS, LLC POSITION: Back Office NATURE: Financial services and wealth management including financial planning, retirement planning, income planning, estate planning, tax planning, risk management and insurance planning. INVESTMENT RELATED: Yes NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 100 START DATE: 10/06/2021 ADDRESS: 7 Federal Street #21, Danvers MA 01923, United States DESCRIPTION: Admin tasks, Paperwork, Client contact and scheduling for administrative matters, handling and processing of checks and mail 2) STEPHEN CHASE TAX PREPARATION DBA STEVE CHASE TAX PREP POSITION: Tax Preparer NATURE: Tax preparation for individuals, tax planning and strategy, client assistance for tax problems, audits and understanding tax law change impacts. INVESTMENT RELATED: No NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 30 START DATE: 10/01/2021 ADDRESS: 7 Federal Street #21, Danvers MA 01923, United States DESCRIPTION: Individual tax return preparation, tax planning and strategy, assist clients with tax notices/audits and provide clients guidance on understanding tax law change impacts.

Exams

• S66 Uniform Combined State Law Examination
  2024-04-27