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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2010-09-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tax Biz Pro | Lyndhurst | NJ | 12/2001 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2010 | Present |
| Cetera Financial Specialists Llc | Schaumburg | IL | 09/2010 | Present |
| 123 College | Deerfield Beach | FL | 11/2010 | 07/2017 |
| Zahav Financial Inc. | Lyndhurst | NJ | 10/2017 | Present |
1) TAXBIX PRO LLC; NOT INV REL; LYNDHURST, NJ; TAX PRACTICE; OWNER; DUTIES-TAX ACCOUNTANT; STARTED 1/2002; 20 HRS/WK: 2) BEER ITZCHAK FOUNDATION, NOT INVESTMENT, 32 MINERAL SPRING AVE, PASSAIC, NJ, 07055, NON-PROFIT PUBLIC CHARITY,START 07/10/11, 2HR/YR NOT DURING TRADING, BANK RECONCILIATION AND TAX RETURN PREPARATION. 3) TRUSTEE FOR CLIENT TRUST; NOT INVESTMENT RELATED 4) NAME OF OTHER BUSINESS: ZAHAV FINANCIAL INC. INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: REAL ESTATE INVESTMENTS - RENTAL START DATE: 10/2017 APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF TRADING HOURS PER WEEK: 1 POSITION/TITLE/RELATIONSHIP: PRESIDENT BRIEF DESCRIPTION OF DUTIES: MANAGEMENT
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-09-04 |
| S63 | Uniform Securities Agent State Law Examination | 2006-08-31 |
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