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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-11-07 |
Branch Locations
1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
1325 Mt Hermon Road Suite 16A, Salisbury, MD 21804 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Plaza Condominium | Ocean City | MD | 06/2020 | 06/2025 |
| Cfs: Comprehensive Financial Solutions | Salisbury | MD | 05/2024 | 09/2024 |
| Krispy Kreme | Salisbury | MD | 09/2019 | 05/2020 |
| Kober & Company Pc | Salisbury | MD | 05/2025 | Present |
| Rockbridge Investment Group | Leesburg | VA | 12/2024 | 02/2025 |
| Full Time Student | Delmar | MD | 06/2015 | 08/2019 |
| Avantax Investment Services Inc | Salisbury | MD | 07/2025 | 09/2025 |
| Avantax Advisory Services | Salisbury | MD | 07/2025 | 09/2025 |
| Salisbury University Foundation Inc | Salisbury | MD | 08/2023 | 05/2025 |
| Cetera Wealth Services, Llc | El Segundo | CA | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
KOBER & COMPANY PC POSITION: Associate NATURE: I am a full time employee that started employment on May 27, 2025. Kober & Company PC is a CPA firm that offers tax and accounting services primarily to small business clients. They prepare tax returns for individuals and businesses, offer payroll and bookkeeping services to small businesses, and offer business counseling. I work primarily on processing payroll, general accounting work, and various office administrative tasks. INVESTMENT RELATED: No NUMBER OF HOURS: 144 SECURITIES TRADING HOURS: 114 START DATE: 05/27/2025 ADDRESS: 1325 Mt Herman RD Suite 16-A, Salisbury MD 21804, United States DESCRIPTION: Prepare weekly and biweekly payroll for clients, involves understanding and receiving employee hours for the respective small business and entering this information and ensuring employees have checks. Payroll is then delivered to clients in a timely manner. Electronically pay weekly and monthly federal and state tax deposits. Monthly accounting work for small businesses. Process transaction information and run historical analysis; then enter into the software. Administrative tasks involve copying files, cleaning the office, and answering phones. Prepare and electronically file quarterly payroll tax returns. Assemble and electronically file federal and state income tax returns.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-11-07 |
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