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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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Robert Kaplan, Cpa | Brooklyn | NY | 06/1996 | Present |
| Avantax Investment Services, Inc. | Brooklyn | NY | 12/2006 | 09/2025 |
| Avantax Advisory Services | Brooklyn | NY | 01/2008 | 09/2025 |
| Cetera Wealth Services, Llc | New York | NY | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) Robert Kaplan, CPA~'NIR'~5003 Ave M~Brooklyn~NY~11234~Tax Preparation/Accounting~Owner/Sole Proprietor~1/1/1996~160hrs~160hrs~Tax preparation and accounting|
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-07-20 |
| S63 | Uniform Securities Agent State Law Examination | 2006-12-08 |
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