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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-09-05 |
Branch Locations
10 Allen Street Suite 3A, Toms River, NJ 08753 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Koerner & Koerner, P.A. | Toms River | NJ | 08/2016 | 09/2022 |
| 1St Global Capital Corp. | Toms River | NJ | 09/2016 | 10/2019 |
| 1St Global Advisors, Inc. | Toms River | NJ | 09/2016 | 10/2019 |
| Avantax Insurance Services, Inc. | Toms River | NJ | 09/2016 | 09/2025 |
| Avantax Investment Services, Inc. | Toms River | NJ | 10/2019 | 09/2025 |
| Avantax Advisory Services | Toms River | NJ | 10/2019 | 09/2025 |
| Koerner & Koerner, Pa | Toms River | NJ | 09/2016 | Present |
| Cetera Wealth Services, Llc | Toms River | NJ | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) KOERNER & KOERNER, PA; POSITION: Partner NATURE: Accounting Firm INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 130 START DATE: 09/01/2016; 10 Allen Street Suite 3A, Toms River NJ 08753, Partner at Accounting Firm. 2) Koerner WealthCare, LLC; MEMBER; FINANCIAL PLANNING; IR; 2; 08/01/2016; Toms River NJ ; Insurance, tax, investment and estate planning for the closely held business owner clients of the accounting firm
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-09-13 |
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