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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
11990 Avenida Consentido, San Diego, CA 92128 • United States
8340 Allison Ave, La Mesa, CA 91942 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Self Employed | La Mesa | CA | 07/1987 | Present |
| Avantax Investment Services, Inc. | La Mesa | CA | 02/1992 | 09/2025 |
| Avantax Advisory Services | La Mesa | CA | 09/1993 | 09/2025 |
| Commercial Rental Property | Lamesa | CA | 10/2007 | Present |
| Pfs Wealth Advisors, Inc | La Mesa | CA | 01/2011 | Present |
| Cetera Wealth Services, Llc | La Mesa | CA | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) Commercial Rental Property~'NIR'~8364/8366 La Mesa Blvd.~La Mesa~CA~91942~Rental Property Owner/Management~Owner/Sole Proprietor~10/1/2007~1hrs~0hrs~Rent property to San Pasquale Winery, collect rent, landlord 2) ALLISON LEASING, LLC; POSITION: Member NATURE: Commercial Property ownership and leasing. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 12/07/2021; ADDRESS: 8340 Allison Ave, La Mesa CA 91942, United States; DESCRIPTION: Managing member involved in all aspects of owning, maintaining and renting commercial property. 3) VILLAGE LEASING, LLC; POSITION: Managing Member NATURE: Rental Property Owner/Management INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2007; ADDRESS: 8364/8366 La Mesa Blvd., La Mesa CA 91942, United States DESCRIPTION: Rent property to San Pasquale Winery and Mattress Makers, collect rent, supervise repairs, etc. 4) MARK HYMA FINANCIAL SERVICES; POSITION: Owner/Sole Proprietor NATURE: Tax Preparation/Accounting INVESTMENT RELATED: No NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 07/01/1986; ADDRESS: 8340 Allison Ave, La Mesa CA 91942, United States; DESCRIPTION: Tax Prep 5) PFS ACQ CORPORATION; POSITION: Chief Executive Officer NATURE: PFS Acquisition Corp was formed to act as a holding company for newly acquired financial services books of business. INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/01/2013; ADDRESS: 8340 Allison Ave, La Mesa CA 91942, United States DESCRIPTION: Discover and pursue purchase opportunities. Daily oversight of operations 6) PFS WEALTH ADVISORS, INC; POSITION: President NATURE: Tax Preparation/Accounting held out to the public as dba Professional Financial Services of San Diego. INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 20 START DATE: 01/01/2011; ADDRESS: 8340 Allison Ave, La Mesa CA 91942, United States DESCRIPTION: Tax prep and general day to day oversight. 7) SoCal Wealth Advisors POSITION: Corp Officer/Director NATURE: Compensation for advise and financial product sales through Avantax. INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 10/01/2023 ADDRESS: 8340 Allison Ave, La Mesa CA 91942, United States DESCRIPTION: Manage client relationships
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1995-10-10 |
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