Anthony Vincent Lupoli

Employer firm

Avl Advisory LLC CRD 337357

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Periodicals / newsletters
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2023 → 11/2024
  Avantax Advisory Services
  Ormond Beach, FL
• 03/2020 → Present
  Avl Cpa Firm, Llc
  Ormond Beach, FL
• 11/2021 → 11/2022
  Harmony Group, Inc
  Annapolis, MD
• 07/2016 → 09/2021
  Keyes, Stange, & Wooten Cpa Firm,Llc
  Palm Coast, FL
• 09/2021 → 11/2021
  Unemployed
  Palm Coast, FL
• 06/2023 → 01/2025
  Avl Wealth Management, Llc
  Ormond Beach, FL
• 09/2023 → 04/2025
  Wing, Weber, & Co, Pl
  Ormond Beach, FL
• 09/2023 → 04/2025
  Wing, Weber, & Co, Pl
  Ormond Beach, FL

Previous Registrations

• 2023-08-01 → 2024-11-19
  Avantax Advisory Services
  Dallas, TX
  Ormond Beach, FL

Other Businesses

1) AVL CPA FIRM, LLC POSITION: Manager NATURE: To provide accounting and tax advisory services to individuals and small business owners. INVESTMENT RELATED: No NUMBER OF HOURS: 173 SECURITIES TRADING HOURS: 130 START DATE: 03/29/2020 ADDRESS: 194 E Granada Blvd B2, Ormond Beach FL 32176, United States DESCRIPTION: 1. Provide Tax Advisory Services to clients.2. Manage clients financials through monthly accounting.3. Manage operations of the firm.4. Perform all administrative duties of the firm.5. Write/create marketing campaigns for the firm. 2) DAYTONA BEACH YOUNG PROFESSIONALS, INC POSITION: Treasurer NATURE: The Daytona Beach Young Professionals Group is a networking organization for individuals to meet and establish connections with other young professionals in the community. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2022 ADDRESS: 200 S Ridgewood Ave, Daytona Beach FL 32114, United States DESCRIPTION: 1. Create and implement annual budget2. Maintain budget monthly3. Approve and sign checks for organizational expenditures.4. Consult board members on department budgets.5.Prepare and present monthly financials to board.

Designations

• Certified Financial Planner

Other Names

• Anthony Lupoli