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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 |
|---|---|---|---|---|
| Mcm Tax Services Ltd | East Islip | NY | 03/1989 | Present |
| 8 Greenwood Ave Realty Corp. | East Islip | NY | 04/2005 | Present |
| Avantax Investment Services, Inc. | East Islip | NY | 06/2010 | 09/2025 |
| Avantax Advisory Services | East Islip | NY | 11/2018 | 09/2025 |
| Cetera Wealth Services, Llc | East Islip | NY | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
8 Greenwood Ave. Realty Corp~'NIR'~8 Greenwood Ave~East Islip~NY~11730~Rental Property Owner/Management~Owner/Sole Proprietor~4/1/2005~10hrs~10hrs~Owner-commercial Rental Property|MCM Tax Services Ltd.~'NIR'~8 Greenwood Ave~East Islip~NY~11730~Tax Preparation/Accounting~Tax Preparation/Accounting~3/1/1989~160hrs~140hrs~management conducting, accounting, taxes, financial statements|
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2011-03-04 |
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