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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | 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 | Enfield | CT | 02/2016 | 09/2025 |
| Avantax Insurance Agency, Llc | Enfield | CT | 02/2016 | 09/2025 |
| Rubman & Associates | Enfield | CT | 09/2015 | 12/2021 |
| Avantax Advisory Services | Enfield | CT | 02/2016 | 09/2025 |
| Innosure Insurance Llc | Enfield | CT | 07/2016 | Present |
| Cetera Wealth Services, Llc | El Segundo | CA | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) Innosure Insurance, LLC~639 Enfield Street~Enfield~CT~06082~Insurance Agent~Insurance Sales Agent~7/1/2016~75hrs~25hrs~Sales and management of Property and Casualty Insurance|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-07-20 |
| S63 | Uniform Securities Agent State Law Examination | 2002-04-05 |
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