Matthew Braden Denny

Current Employers

Employment History

• 01/1998 → Present
  Denny & Company Cpas
  Valencia, CA
• 06/1999 → 10/2019
  1St Global Capital Corp.
  Valencia, CA
• 06/2007 → 09/2025
  Avantax Insurance Agency, Llc
  Valencia, CA
• 01/2013 → 10/2019
  1St Global Advisors, Inc
  Valencia, CA
• 10/2019 → 09/2025
  Avantax Advisory Services
  Valencia, CA
• 10/2019 → 09/2025
  Avantax Investment Services, Inc.
  Valencia, CA
• 01/2020 → 09/2025
  Avantax Insurance Services, Inc.
  Valencia, CA
• 03/2005 → Present
  Denny & Company, Llp
  Valencia, CA
• 09/2025 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2019-10-25 → 2025-09-05
  Avantax Advisory Services
  Valencia, CA
• 2013-01-04 → 2019-10-25
  1St Global Advisors Inc
  Valencia, CA
  Valencia, CA
• 2006-08-10 → 2012-12-31
  Northstar Financial Services, Inc.
  Valencia, CA

Other Businesses

2) MEASURE SA OVERSIGHT COMMITTEE POSITION: Board member NATURE: William S Hart Union High School District issued bonds under Measure SA for building new schools and upgrading existing facilities. Under California law, every public bond measure for schools must have an oversight committee to review and approve the performance audit report of outside auditors regarding the funds being used only for the purposes that the bond was voted for. The board has NO authority beyond approving the auditor's report. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2017 - END 01/01/2024. ADDRESS: 21380 Centre Pointe Parkway, Santa Clarita CA 91350, DESCRIPTION: I am on the board. I help decide whether or not we approve the outside auditor's performance audit report. I also serve as a liaison with the public from time to time when asked for information about the performance of the district with the bond proceeds but this is incidental to my official duties. NO LONGER ACTIVE. 3) DENNY & COMPANY, LLP POSITION: Partner NATURE: This is our firm of Certified Public Accountants. We provide all of the normal services expected of an United States public accounting firm, including tax and accounting services, attest services, consulting, etc. INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 100 START DATE: 03/01/2005 ADDRESS: 23929 Valencia Blvd, Suite 101, Valencia CA 91355, DESCRIPTION: Manage the business with my partner; make personnel, marketing, and other operating decisions. Prepare and review tax returns and other reports, train staff, interface with vendors and customers, and seek new business.

Exams

• S66 Uniform Combined State Law Examination
  1999-11-12

Designations

Other Names

• Matthew Braden Denny