Mark Anthony Baniewicz

Current Employers

Employment History

• 08/2018 → 09/2022
  Zappitelli Financial Services
  Concord, OH
• 05/2017 → 06/2018
  Bhgps Co.
  Beachwood, OH
• 07/2021 → 09/2022
  Baniewicz Enterprises Llc
  Concord, OH
• 01/2015 → 01/2017
  Zappitelli Financial Services
  Concord, OH
• 01/2017 → 11/2021
  Lake Catholic High School
  Mentor, OH
• 11/2011 → 05/2017
  Student
  Mentor, OH
• 12/2021 → 09/2025
  Avantax Investment Services Inc.
  Concord, OH
• 08/2018 → Present
  Zappitelli Financial Services
  Concord, OH
• 07/2021 → Present
  Baniewicz Enterprises Llc
  Concord, OH
• 09/2022 → 09/2025
  Avantax Advisory Services, Inc.
  Concord, OH
• 07/2022 → 09/2025
  Avantax Insurance Agency And/Or Avantax Insurance Services.
  Concord, OH
• 07/2022 → 09/2025
  Avantax Insurance Agency And/Or Avantax Insurance Services.
  Concord, OH
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Concord, OH
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2022-11-09 → 2025-09-05
  Avantax Advisory Services
  Concord, OH
  Dallas, TX

Other Businesses

1) BANIEWICZ ENTERPRISES LLC; POSITION: Sole Member NATURE: RENTAL PROPERTY LOCATED AT 13816 CEDAR RD UNIVERISTY HEIGHTS OH 44118. I OWN THE PROPERTY AND MANAGE THE PROPERTY. INVESTMENT RELATED: Yes NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 0 START DATE: 07/22/2021;11795 OAKHURST AVE, Concord OH 44077, US; COLLECT RENT, SCHEDULE MAINTENANCE REQUESTS, TENANT SCREENING, LEASE MANAGEMENT. 2) ZAPPITELLI WEALTH ADVISORS POSITION: INVESTMENT ADVISOR NATURE: I am an Investment Advisor for our Wealth Management Team called the Zappitelli Wealth Advisors. We provide brokerage, advisory, and insurance services to our clients. I am licensed to perform the duties listed above. INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 40 START DATE: 12/28/2022 ADDRESS: 9946 Johnnycake Ridge Road, Concord OH 44077, United States DESCRIPTION: My job responsibilities are as follows.1. Meet with clients to discuss their investment strategies and risk tolerance. 2. Help match clients investment goals with suitable investment choices. 3. Process paperwork needed to complete tasks. 4. Answer client questions regarding investments. 5. Utilize tax planning to help clients reach their investment goals while being conscious of tax ramifications. 6. Help clients meet their financial goals. 3) Zappitelli Financial Services; Tax Manager; I work for a CPA firm as a tax manager. I provide income tax, sales tax, payroll service, bookkeeping, and other typical accounting services to both corporate and individual clients. Zappitelli Financial Services offers Avantax wealth management services, income tax preparation, tax planning, small business formation assistance and compliance with financial reporting.; IR; 130; 08/31/2018; 9946 Johnnycake Ridge Road Concord OH 44077; Provide basic accounting services to clients. I work across several departments. I specialize in income tax, but have vast experience with sales tax, payroll tax, Commercial Activity Tax, and several others. I work face-to-face with clients. I also am responsible for managing our INFO ZFS online portal that offers secure ways for clients to have their taxes done without ever standing before an income tax preparer. This has been successful and a part of my job here involves developing and improving the services our tax practice is able to provide virtually. I assist with talent acquisition and scheduling when part-time and seasonal help is brought in for busy season, which is January to Tax Day in April. Once I am licensed I can become involved with the wealth management services we offer our clients through Avantax. I manage the inflow of our walk-in tax practice. This means we allow walk-in, no appointment needed tax services from 7 am to 4 pm Monday through Friday. I work the window where people can come and drop off tax documents, notices, and other tax documents for our review. I then delegate that work to the various members of our tax team and oversee that work is accurately done and completed timely.

Exams

• S66 Uniform Combined State Law Examination
  2022-11-08
• S63 Uniform Securities Agent State Law Examination
  2022-01-28

Designations

Other Names

• Mark A Baniewicz