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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 | 2025-09-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Brighthouse Securities, Llc | Charlotte | NC | 07/2021 | 09/2022 |
| Aflac | Columbus | GA | 11/2017 | 06/2020 |
| Rsm Us Llp | Chicago | IL | 01/2015 | 10/2017 |
| Unemployment | Columbus | GA | 10/2017 | 11/2017 |
| Kavakopia Llc | New Port Richey | FL | 04/2023 | Present |
| Avantax Investment Services Inc. | New Port Richey | FL | 11/2023 | 09/2025 |
| Avantax Advisory Services | New Port Richey | FL | 11/2023 | 09/2025 |
| Avantax Insurance Agency, Llc | New Port Richey | FL | 11/2023 | 09/2025 |
| Diploma Holdings, Inc. Dba Hb Sealing Products Inc | Clearwater | FL | 09/2022 | Present |
| Albert Cpa Llc | New Port Richey | FL | 10/2021 | Present |
| Unemployment | Tampa | FL | 06/2020 | 07/2021 |
| Cetera Wealth Services, Llc | New Port Richey | FL | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
ALBERT CPA LLC POSITION: Manager NATURE: Tax PreparationBookkeepingPayrollIRS RepresentationCompliance INVESTMENT RELATED: No NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 20 START DATE: 10/05/2021 ADDRESS: 9851 FL 54, New Port Richey FL 34655, United States DESCRIPTION: MarketingBookkeepingTax PreparationCommunicationsIRS representation TODD LANCE CRANE LLC POSITION: Member NATURE: Fridge repairGarage door repairCarpet removalA/C repairLawncare INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 09/15/2022 ADDRESS: 7541 GREYBIRCH TERRACE, Port Richey FL 34655, United States DESCRIPTION: Controller, handle payroll taxes, bookkeeping, and other compliance matters. Diploma Holdings, Inc. dba HB Sealing Products Inc; Senior Tax Accountant; Sells Industrials equipmentManufactures equipmentShips equipmentFixes industrial equipmentRuns an e-commerce website; NIR; 80; 09/19/2022; 420 Park Place Clearwater FL 33755; Tax Return preparationTax provision/quarterly reportingState and Federal estimate paymentsAd-hoc accounting projects Kavakopia LLC; Accountant/Shareholder; Brew and sell ?Kava DrinksBrew and sell Kratom Drinks?Sell vape productsSell CBD/Delta 8 products?; IR; 0; 04/27/2023; 7813 Mitchell Blvd STE 103 New Port Richey FL 34655; Bookeeping, Sales tax returnsIncome tax returnsCompliance
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-10-08 |
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