Best Investors
Account
Sign in
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
215 Washington St Suite 100, Watertown, NY 13601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Avantax Investment Services, Inc. | Watertown | NY | 08/1999 | 09/2025 |
| Avantax Advisory Services | Watertown | NY | 12/1999 | 09/2025 |
| Crowley & Halloran, Cpa, P.C. | Watertown | NY | 01/2012 | Present |
| Cetera Wealth Services, Llc | Watertown | NY | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
Crowley & Halloran, CPAs, P.C.~'NIR'~215 Washington St, Suite 100~Watertown~NY~13601~Tax Preparation/Accounting~President~1/1/2012~185hrs~175hrs~CPA|Jefferson County Community College~'NIR'~1220 Coffeen St~Watertown~NY~13601~Other~Director/Officer~8/1/2008~10hrs~0hrs~Trustee of Community College|Watertwon Noon Rotary Club~'NIR'~200 Washington St, Room 409~Watertown~NY~13601~Board Position/Officer~Other~6/1/2007~10hrs~0hrs~Treasurer - oversee accounting for club|M & M Realty Property~'NIR'~125 N. Hamilton St~Watertown~NY~13601~Rental Property Owner/Management~Owner/Sole Proprietor~6/1/2005~10hrs~0hrs~own 2 seperate pieces of property|
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1999-08-12 |
Reach out to this advisor