Note: these files will be updated for 2018 in February – please check back. 

 

 

 

TD Ameritrade Logo

TDA Tax Form Mailing Dates for 2018 – Click here to read more.

 

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INTERNAL REVENUE SERVICE

http://www.irs.gov/

 Fidelity Logo

TAX RESOURCES FROM FIDELITY 

 

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NEW YORK STATE DEPARTMENT OF TAXATION & FINANCE

http://www.tax.ny.gov/

 

 

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Info

Securities offered through Cadaret, Grant & Co., Inc., Member FINRA/SIPC
Advisory services offered through Prentice Wealth Management, LLC, an SEC Registered Investment Advisor. Prentice Wealth Management, LLC and Cadaret, Grant & Co., Inc. are separate entities.

William J. Prentice II AWMA®, CFP®, CIMA®

is licensed to transact securities business in the following states:

CA, CT, DC, FL, GA, IN, MD, MA, MI, NJ, NY, NC, OR, PA, RI, SC and TX.

Prentice Wealth Management, LLC (PWM) is a Registered Investment Advisor that is registered with the United States Securities and Exchange Commission (“SEC”) and is notice filed in the state of New York and Florida. PWM only provides investment advisory services in states where it is notice filed or where it qualifies for an exemption. Our Form ADV is available upon request.