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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
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Avantax Investment Services, Inc. | New York | NY | 07/2012 | 09/2025 |
| Liberty Tax Service | New York | NY | 06/2009 | Present |
| Avantax Insurance Agency, Llc | New York | NY | 12/2014 | 09/2025 |
| Avantax Advisory Services | New York | NY | 12/2014 | 09/2025 |
| Cetera Wealth Services, Llc | New York | NY | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) BAZ-TAX FINANCIAL SERVICES POSITION: Owner/Sole Proprietor NATURE: Tax Preparation services for mostly long term clients, as well as problem resolution of tax issues. INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 80 START DATE: 01/01/2008 ADDRESS: 70 west 93rd street, #18B, New York NY 10038, United States DESCRIPTION: Owner and sole proprietor.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2014-02-22 |
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