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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-09-05 |
Branch Locations
550 Broadway Avenue Suite A, Holbrook, NY 11741 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Freedom Financial | Bohemia | NY | 07/2001 | Present |
| Freedom Tax & Business | Bohemia | NY | 07/2001 | Present |
| Avantax Investment Services, Inc. | Bohemia | NY | 07/2001 | 09/2025 |
| Crump Insurance | Garden City | NY | 02/2004 | Present |
| Freedom Tax And Financial Services | Holbrook | NY | 11/2004 | Present |
| Health Insurance Agent | Buffalo | NY | 02/2014 | Present |
| Freedom Tax & Business Services Llc | Holbrok | NY | 07/2001 | 08/2022 |
| Algren Associates | New York | NY | 10/2015 | Present |
| Quailty Health Plans Of Ny | Ronkonkoma | NY | 09/2015 | 10/2019 |
| Senior Servics Of North America | Melville | NY | 09/2016 | Present |
| Legalsheild | Ada | OK | 09/2017 | 11/2022 |
| Avantax Insurance Agency, Llc. | Bohemia | NY | 07/2001 | 09/2025 |
| Avantax Advisory Services | Holbrook | NY | 07/2013 | 09/2025 |
| Cetera Wealth Services, Llc | Holbrook | NY | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) Crump Insurance~100 Ring rd west #200~Garden City~NY~11530~Insurance Agent~Independent Contractor~2/26/2004~2hrs~0hrs~I SOLD SOME LIFE POLICIES AND FIXED ANNUITIES. 2) SENIOR SERVICES OF NORTH AMERICA~25 MELVILLE PARK RD., SUITE 103~MELVILLE~NY~11747~Insurance Agent~Independent Contractor~9/20/2016~10hrs~0hrs~I sell medicare insurance to seniors. 3) ALGREN ASSOCIATES~212 W 35 TH ST~New York~NY~10001~Insurance Agent~Independent Contractor~10/1/2015~1hrs~0hrs~I sold some fixed annuities. 4) FREEDOM WEALTH MANAGEMENT, LLC POSITION: Independent Contactor NATURE: Tax Preparation of individual tax returns and sell securities and insurance products through Avantax INVESTMENT RELATED: No NUMBER OF HOURS: 150 SECURITIES TRADING HOURS: 130 START DATE: 08/01/2022 ADDRESS: 550 Broadway Avenue, Suite A, Holbrook NY 11741, United States DESCRIPTION: prepare clients tax returns and help clients invest money
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1980-10-29 |
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