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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 | 2021-03-31 |
| TX | RA | APPROVED_RES | 2006-10-19 |
Branch Locations
80 Business Park Drive Suite 208, Armonk, NY 10504 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Catherine M. Censullo, C.P.A. (Self-Empl | North White Plains | NY | 02/1994 | Present |
| Cetera Financial Specialists Llc | Schaumburg | IL | 10/2005 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 10/2005 | Present |
| Steven S. Zeiger | New York | NY | 05/2011 | Present |
| Censullo, Gupta & Associates Cpa, Llp | Armonk | NY | 09/2018 | Present |
1)CATHERINE M. CENSULLO. CPA, NON-INVESTMENT RELATED, PUB. ACCT. FIRM OFFERING TAX PLAN & PREP, ACCTG, FIN. STMTS, BUS PLAN CONSULT SERV, CPA,PFS OWNER, START DATE: 2/94, OWN & MANAGE BUS. & PROV SERV TO CLIENTS, 40 HR W/W, NO PTNRSP; 2) CMC WEALTH MANAGEMENT, DBA NAME FOR INVESTMENT, FINANCIAL SERVICES PRACTICE - INV REL, SAME AS REGISTERED LOCATION, OWNER SINCE 1999, 25h WEEK 3) STEVEN S ZEIGER; NOT INV REL; NEW YORK, NY; FIXED INS SALES WITH NON-GENWORTH AGENT; JOINT AGENT; START DATE 5/27/11; 10 HRS/MTH, 5 DURING SECURITIES TRADING HRS: 4) NAME OF OTHER BUSINESS: CENSULLO, GUPTA & ASSOCIATES CPA, LLP; INVESTMENT RELATED: NO; ADDRESS: 80 BUSINESS PARK DRIVE SUITE 208, ARMONK, NY 10504; NATURE OF BUSINESS: PUBLIC ACCOUNTING FIRM; START DATE: 09/2018; POSITION/TITLE/RELATIONSHIP: PARTNER / CPA; APX NUMBER OF HOURS PER WEEK: 35; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: PUBLIC ACCOUNTING SERVICES, TAX PLANNING AND PREPARATION, BOOKKEEPING, ESTATE PLANNING, BUSINESS CONSULTING; 5) NAME OF OTHER BUSINESS: ARMONK CHAMBER OF COMMERCE; INVESTMENT RELATED: NO; ADDRESS: P O BOX 24 ARMONK NY 10504; NATURE OF BUSINESS: NON PROFIT; START DATE: 11/2020; POSITION/TITLE/RELATIONSHIP: BOARD MEMBER; APX NUMBER OF HOURS PER WEEK: LESS THAN 1; APX NUMBER OF HOURS DURING TRADING HOURS: LESS THAN 1; BRIEF DESCRIPTION OF DUTIES: ATTEND MONTHLY BOARD MEETINGS, CONNECTING AND PROMOTING LOCAL BUSINESS ACTIVITY;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1999-08-23 |
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