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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 |
|---|---|---|---|---|
| Allstate Insurance Co | Rochester | NY | 05/2014 | 01/2017 |
| Opira Tax & Financial Services | Rochester | NY | 07/1990 | Present |
| Allstate Financial Services, Llc | Rochester | NY | 07/2014 | 01/2017 |
| Allstate Financial Advisors, Llc | Rochester | NY | 01/2015 | 01/2017 |
| Avantax Investment Services, Inc. | Rochester | NY | 12/2016 | 09/2025 |
| Avantax Advisory Services | Rochester | NY | 01/2017 | 09/2025 |
| Avantax Insurance Agency, Llc | Rochester | NY | 12/2016 | 09/2025 |
| United Healthcare Solutions | Minnetonka | MN | 12/2017 | Present |
| 2 Family Residential Unit | Rochester | NY | 10/2015 | Present |
| Cetera Wealth Services, Llc | Rochester | NY | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1)Opira Tax & Financial Services~'NIR'~484 Brooks Ave~Rochester~NY~14619~Tax Preparation/Accounting~Owner/Sole Proprietor~7/1/1990~80hrs~60hrs~Providing accounting, bookkeeping and tax preparation services to clients 2)Hope Initiative of Rochester~'NIR'~506 West Broad St, Rochester, NY 14608~ROCHESTER~NY~14608~Board Position/Officer~Other~1/1/2018~2 hours every 3 monthshrs~0hrs~Attend Board meetings approximately once per quarter 3)United Healthcare Solutions~'NIR'~9800 Healthcare LN, MN006-E700~Minnetonka~MN~55343~Insurance Agent~Independent Contractor~12/1/2017~30 Hourshrs~5hrs~Contact leads for medical insurance 4)Commercial rental building~'NIR'~484 BROOKS AVE~ROCHESTER~NY~14619~Rental Property~Owner~1/1/2017~10hrs~10hrs~Tax and investment|2 Family Residential unit~'NIR'~288 Adams Street~Rochester~NY~14608~Rental Property~Owner~10/1/2015~2hrs~0hrs~Help spouse oversee property maintenance|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-06-15 |
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