This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

CETERA INVESTMENT ADVISERS LLC

Current firm class

broker-dealer affiliated wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Sep 1, 2014earliest registration or exam on IAPD

Years in industry

12derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

1

Current registrations

3

Registered states

2

Exams

S66

First exam

Sep 5, 2023

First registration

Sep 5, 2023

Dual registered

yes, broker-dealer

Other names

Sheila Marie Macaluso

IAPD individual key

7756784

• Occurred

  Sep 5, 2025
  Advisor changed firm

  Sheila Marie Monachino left Avantax Advisory Services for Davie Kaplan Wealth Care Advisors, Llc (registered 2024-02-07)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:17fd72f3-e734-7eb2-097c-3a6e85705c0c

First observed

Sep 5, 2023

Last observed

Sep 14, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.