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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 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Office Of Court Administration | New York | NY | 11/1992 | 07/2025 |
| Avantax Investment Services, Inc. | Staten Island | NY | 12/1998 | 09/2025 |
| Avantax Advisory Services | Staten Island | NY | 12/2011 | 09/2025 |
| Avantax Insurance Agency, Llc | Staten Island | NY | 10/2006 | 09/2025 |
| Cetera Wealth Services, Llc | Staten Island | NY | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) JOSEPH ALAMO POSITION: ACCOUNTANT/FINANCIAL PLANNER NATURE: ACCOUNTING, TAX PRACTICE AND FINANCIAL PLANNING. INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 10 START DATE: 10/08/1983 ADDRESS: 937 Victory Blvd, Apt #6A, Staten Island NY 10301, United States DESCRIPTION: TAXES - FINANCIAL PLANNING AND INVESTMENTS ARE THROUGH AVANTAX
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-12-05 |
| S63 | Uniform Securities Agent State Law Examination | 1990-05-11 |
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