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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-11-08 |
Branch Locations
107 Northern Blvd., Ste. 304, Great Neck, NY 11021 • United States
Lindenhurst, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc. | Brooklyn | NY | 07/2021 | 09/2022 |
| Primerica Financial Services | Brooklyn | NY | 07/2005 | 09/2022 |
| Trinet Hr Iv, Llc Aka Flsv Llp | Garden City | NY | 01/2007 | 11/2021 |
| Lindenhurst Cpa Pllc | Lindenhurst | NY | 10/2021 | 09/2022 |
| Lindenhurst Financial Services Llc | Lindenhurst | NY | 08/2022 | Present |
| Lindenhurst Insurance Agency Llc | Lindenhurst | NY | 09/2021 | Present |
| Jk Peters Corp. | Lindenhurst | NY | 05/2022 | Present |
| Kelly And Peters Tax, Accounting, And Advisory Services Llc | Lindenhurst | NY | 08/2022 | Present |
| Nft And Crypto Tax, Accounting, And Advisory Services Llc | Lindenhurst | NY | 08/2022 | Present |
| Peters Tfs Llc | Lindenhurst | NY | 08/2021 | Present |
| Entrepreneur Insurance Agency (Eia) | Lindenhurst | NY | 08/2022 | 08/2022 |
| Avantax Investment Services Inc. | Lindenhurst | NY | 09/2022 | 10/2024 |
| Avantax Advisory Services | Lindenhurst | NY | 09/2022 | 10/2024 |
| Avantax Insurance Agency, Llc | Lindenhurst | NY | 09/2022 | 10/2024 |
| Peters Tax Services Llc | Lindenhurst | NY | 12/2006 | Present |
| Avantax Insurance Agency And/Or Avantax Insurance Services | Lindenhurst | NY | 08/2022 | 10/2024 |
| Lindenhurst Cpa Pllc | Lindenhurst | NY | 10/2021 | Present |
| Cambridge Investment Research, Inc. | Fairfield | IA | 11/2024 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 11/2024 | Present |
1. LINDENHURST CPA PLLC. 63 Farmers Ave, Lindenhurst NY 11757, United States. 11/01/2020, President, Accounting/Bookkeeping/Payroll Services, NIR, 120/MO - 120/Trading 2. CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA, INV REL, 160 HR/MO - 120 HR/MO TRADING. 11/08/2024
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-08-29 |
| S63 | Uniform Securities Agent State Law Examination | 2021-08-08 |
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