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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2026-08-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Baker Tilly | Janesville | WI | 08/2015 | 10/2017 |
| Aryv, Inc | Janesville | WI | 10/2017 | 11/2025 |
| Hallman Lindsay Paints | Sun Prairie | WI | 11/2025 | 04/2026 |
| Alt Tax And Financial Services | Janesville | WI | 04/2026 | Present |
| Alt Tax And Financial Services | Janesville | WI | 04/2026 | Present |
| Cetera Wealth Services, Llc | El Segundo | CA | 04/2026 | 05/2026 |
| Cetera Wealth Services, Llc | El Segundo | CA | 05/2026 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 08/2026 | Present |
1. NAME OF OTHER BUSINESS: ALT TAX & FINANCIAL SERVICES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 4/2026 POSITION/TITLE/RELATIONSHIP: EMPLOYEE APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: PROVIDE FINANCIAL SERVICES 2. NAME OF OTHER BUSINESS: ALT TAX & FINANCIAL SERVICES INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: TAX PREPARATION START DATE: 04/2026 POSITION/TITLE/RELATIONSHIP: TAX PREPARER APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: PROVIDE TAX PREPARATION SERVICES
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-08-11 |
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