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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-09-05 |
| TX | RA | APPROVED_RES | 2025-09-05 |
Branch Locations
261-02 Union Turnpike, Floral Park, NY 11004 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Avantax Investment Services, Inc | Floral Park | NY | 06/2017 | 09/2025 |
| Avantax Advisory Services | Floral Park | NY | 06/2017 | 09/2025 |
| Rosovich & Associates, Inc. | Floral Park | NY | 07/2011 | Present |
| Appointment At Aflac | Floral Park | NY | 10/2019 | 09/2021 |
| Avantax Insurance Agency And/Or Avantax Insurance Services | Floral Park | NY | 12/2017 | 09/2025 |
| Avantax Insurance Agency And/Or Avantax Insurance Services | Floral Park | NY | 12/2017 | 09/2025 |
| Cetera Wealth Services, Llc | El Segundo | CA | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) R&A Comprehensive Wealth Strategies, LLC 261-02 Union Turnpike~Floral Park~NY~11004 10/11/2017~0hrs~0hrs~Marketing Name Only 2) Rosovich & Associates, Inc. 261-02 Union Turnpike~Floral Park~NY~11004~Tax Preparation/Accounting~Owner/Sole Proprietor~7/1/2011~120hrs~60hrs~Provide accounting, bookkeeping, and tax preparation services to clients.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2017-08-25 |
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