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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-09-05 |
| FL | RA | APPROVED | 2025-07-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Anchor Capital Resources | Plantation | FL | 06/2004 | Present |
| Avantax Investment Services, Inc. | Cooper City | FL | 08/2008 | 09/2025 |
| Avantax Insurance Agency, Llc | Cooper City | FL | 11/2010 | 09/2025 |
| Avantax Advisory Services | Cooper City | FL | 01/2010 | 09/2025 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 07/2025 | Present |
| Cetera Wealth Services, Llc | Cooper City | FL | 09/2025 | Present |
| Cetera Investment Advisers Llc | Cooper City | FL | 09/2025 | Present |
1) POA FOR MOTHER POSITION: Son. POA for mom NATURE: POA on Family Member INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2025 ADDRESS: 9122 Griffin Road, Cooper City FL 33328, United States DESCRIPTION: To help my mom make decisions and make them for her with her ok. Not yet utilized nor have I acted in this capacity. 2) ANDERMAN WEALTH PARTNERS LLC POSITION: Owner NATURE: ~; LLC Created for marketing name of Avantax Business INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: ADDRESS: 9118 Griffin Road, Suite A, Cooper City FL 33328, United States DESCRIPTION: ~; LLC Created for marketing name of Avantax Business 3) ANDERMAN WEALTH PARTNERS LLC POSITION: Owner NATURE: LLC Created for marketing name of Avantax Business INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 06/19/2020 ADDRESS: 9118 Griffin Road, Suite A, Cooper City FL 33328, United States DESCRIPTION: LLC Created for marketing name of Avantax Business 4) NAME OF OTHER BUSINESS: FORBES BUSINESS COUNCIL; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: BUSINESS PROFESSIONAL ORGANIZATION; START DATE: 3/2024; POSITION/TITLE/RELATIONSHIP: AUTHOR; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: AUTHOR ARTICLES AND NEWSLETTERS FOR MY FORBES COUNCIL MEMBERSHIP OBLIGATION;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-11-22 |
| S63 | Uniform Securities Agent State Law Examination | 1984-10-26 |
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