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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 | 2025-09-05 |
Branch Locations
1442 Irvine Blvd. Suite 234, Tustin, CA 92780 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 1St Global Capital Corp | Tustin | CA | 11/2006 | 10/2019 |
| Avantax Insurance Services, Inc. | Tustin | CA | 06/2007 | 09/2025 |
| Robert S. Paul | Tustin | CA | 11/2010 | Present |
| 1St Global Advisors, Inc. | Tustin | CA | 11/2006 | 10/2019 |
| Avantax Advisory Services | Tustin | CA | 10/2019 | 09/2025 |
| Avantax Investment Services, Inc. | Tustin | CA | 10/2019 | 09/2025 |
| Cetera Wealth Services, Llc | Tustin | CA | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
| Paul Advisory Group Llc | Tustin | CA | 05/2026 | Present |
1) ROBERT S. PAUL WEALTH CARE ADVISOR POSITION: OWNER NATURE: FINANCIAL SERVICES INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 1 START DATE: 12/01/2008 ADDRESS: Tustin CA , United States DESCRIPTION: Provide financial services to clients. 2) INCOME TAX PREPARATION POSITION: Owner NATURE: Provide income tax preparation and planning INVESTMENT RELATED: No NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 35 START DATE: 01/01/1988 ADDRESS: 1442 Irvine Bvld. Ste 234, Tustin CA 92780-3800, United States DESCRIPTION: Business owner, year round service 3) INSURANCE SALES; POSITION: Sales Representative NATURE: VA, Life and Extended Care Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 11/25/2019 ADDRESS: 1442 Irvine Blvd Ste 234, Tustin CA 92780, United States DESCRIPTION: Same as all aspects of other areas of financial planning. Working with clients to help them meet their financial goals utilizing Insurance products. 4) NAME OF OTHER BUSINESS: PAUL ADVISORY GROUP LLC INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: NO START DATE: 6/11/2026 POSITION/TITLE/RELATIONSHIP: MANAGING MEMBER APX NUMBER OF HOURS PER WEEK: 0 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: TAXES
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1994-08-19 |
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