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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-09-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Avantax Investment Services, Inc. | Ocean | NJ | 06/1995 | 09/2025 |
| Avantax Advisory Services | Ocean | NJ | 11/1995 | 09/2025 |
| Avantax Insurance Agency, Llc | Ocean | NJ | 11/2013 | 09/2025 |
| Cetera Wealth Services, Llc | Ocean | NJ | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) FINRA DISPUTE RESOLUTION~'NIR'~1 Liberty Plz , #5200~New York~NY~10006-1416~Other~Other~1/1/2004~2hrs~2hrs~Oversee FINRA cases bought into arbitration by BD and Client - Had Disclosed previsouly under NASD 2) Philip Rachmelowitz EA LLC~'NIR'~45 Northwoods Rd~Ocean~NJ~07712~Tax Preparation/Accounting~Tax Preparation/Accounting~1/1/2011~10hrs~10hrs~Accountng and Tax Preparation
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-11-17 |
| S63 | Uniform Securities Agent State Law Examination | 1995-11-08 |
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