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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DE | RA | APPROVED | 2025-09-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Van Buren Financial Group, Llc | Wilmington | DE | 11/2016 | Present |
| Jack & Jill, Dsd | Moorestown | NJ | 06/2015 | 11/2016 |
| Avantax Investment Services Inc. | Wilmington | DE | 08/2024 | 09/2025 |
| Avantax Advisory Services | Wilmington | DE | 08/2024 | 09/2025 |
| Cetera Wealth Services, Llc | Wilmington | DE | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) VAN BUREN FINANCIAL GROUP, LLC POSITION: CPA Manager NATURE: We offer tax planning, tax preparation, retirement planning, financial planning, and payroll processing INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 11/08/2016 ADDRESS: 615 W. 18th Street, Wilmington DE 19802, United States DESCRIPTION: My duties include:-Tax preparation for businesses and individuals-Tax planning for businesses and individuals-Bookkeeping for businesses-Payroll processing and filing for businesses-Managing team of staff accountants-Helping businesses with their accounting needs and consulting
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-06-30 |
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