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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-09-05 |
| TX | RA | APPROVED_RES | 2025-09-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Carlos A. Bolanos - Self Employed | Claremont | CA | 01/1984 | Present |
| Avantax Investment Services, Inc. | Claremont | CA | 02/1988 | 09/2025 |
| Avantax Advisory Services | Claremont | CA | 08/1996 | 09/2025 |
| Carlos A. Bolanos Ea | Claremont | CA | 01/1984 | Present |
| Avantax Insurance Agency, Llc | Claremont | CA | 05/1989 | 09/2025 |
| Cetera Wealth Services, Llc | Claremont | CA | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) Carlos A. Bolanos EA~'NIR'~675 West Foothill Blvd., Suite 310~Claremont~CA~91711~Accounting Services/Tax Preparation~Owner~1/24/1984~96hrs~80hrs~I am the owner and set up meetings and personally prepare tax returns. Also do tax planning for clients throughout the year. Also help clients with very limited bookkeeping. 2) The Producer's Group~'NIR'~414 Yale Ave. Suite B~Claremont~CA~91711~Independent Insurance Agent~Insurance Sales Agent~4/20/2004~2hrs~1hrs~Life Insurance Sales
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2004-10-07 |
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