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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
1820 Chapel Avenue West Suit 300, Cherry Hill, NJ 08002 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dc Howe & Company, Cpa, Llc | Mount Laurel | NJ | 03/2011 | Present |
| Avantax Investment Services, Inc. | Mt. Laurel | NJ | 06/2017 | 09/2025 |
| Avantax Advisory Services | Mt. Laurel | NJ | 01/2018 | 09/2025 |
| Avanatx Insurance Agency Llc | Mt. Laurel | NJ | 08/2019 | 09/2025 |
| Dba Villa Aurora Antigua | Mount Laurel | NJ | 01/2023 | Present |
| Cetera Wealth Services, Llc | Cherry Hill | NJ | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) DC Howe & Company, CPA, LLC 3000 Atrium Way, Suite 289 Mount Laurel NJ 08054 Tax Preparation/Accounting President 3/1/2011 120hrs~60hrs Provide tax preparation, bookkeeping and accounting services to clients. 2) HOWE FINANCIAL GROUP INC 3000 ATRIUM WAY, SUITE 289 MOUNT LAUREL NJ 08054 Other Owner~12/3/2019 40hrs~30hrs Advising small business owners on strategies to better manage and grow their businesses. 3) RENTAL PROPERTY POSITION: Owner NATURE: Rental of my previous primary residence after purchasing new family home. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 08/20/2020 ADDRESS: 3000 Atrium Way, Suite 289, Mount Laurel NJ 08054, DESCRIPTION: Passive activity. Collection of rent and any maintenance if requested by tenant. Maintenance services will be outsourced. 4) DBA VILLA AURORA ANTIGUA POSITION: Joint Owner NATURE: Family Home in Antigua that we let others stay for a fee when not occupied. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2023 ADDRESS: 3000 Atrium Way, Suite 289, Mount Laurel NJ 08054, United States DESCRIPTION: - Part owner- Passive activity. Hired help for Maintanance of house and greeting guests.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-12-29 |
| S63 | Uniform Securities Agent State Law Examination | 2017-07-31 |
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