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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 |
Branch Locations
6464 W Sunset Blvd #840, Hollywood, CA 90028 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ogden Page Accountancy Corporation | Hollywood | CA | 01/1995 | Present |
| Avantax Investment Services, Inc. | Hollywood | CA | 07/2004 | 09/2025 |
| Avantax Advisory Services | Hollywood | CA | 09/2004 | 09/2025 |
| Avantax Insurance Agency And/Or Avantax Insurance Services | Hollywood | CA | 07/2004 | 09/2025 |
| Cetera Wealth Services, Llc | Hollywood | CA | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) Health Net Insurance Company; 1427 N. Wilcox Avenue, Hollywood CA 90028; Independent Insurance Agent; Insurance Sales Agent; 8/4/2004; 0hrs; 0hrs; I sell medical insurance. 2) BC Life & Health Insurance Company; 1427 N. Wilcox Avenue; Hollywood, CA 90028; Independent Insurance Agent; Insurance Sales Agent~8/4/2004; 0hrs; 0hrs; I am selling medical insurance. 3) Aetna Life Insurance Company~1427 N. Wilcox Avenue~Hollywood~CA~90028~Independent Insurance Agent; Insurance Sales Agent~8/4/2004~0hrs~0hrs~I am selling medical insurance. 4) Cavalier Capital, Inc~1427 N. Wilcox Avenue~Hollywood~CA~90028~Real Estate/Mortgage/Title Services/Appraisal~President~8/4/2004~1hrs~0hrs~Founder & President. 5) Ogden Page Accountancy Corporation~1427 N. Wilcox Avenue~Hollywood~CA~90028~Tax Preparation/Accounting~President~8/4/2004~250hrs~60hrs~Practicing CPA. Sole practitioner, sole principal. Accounting, taxation, business consulting. 6) Bulgarian-American Chamber of Comm~1427 N. Wilcox Avenue~Hollywood~CA~90028~Club/Association Director/Officer~President~8/4/2004~4hrs~0hrs~Bulgarian-American Chamber of Commerce Founder & President. 7) Conseco Insurance Company~1427 N. Wilcox Avenue~Hollywood~CA~90028~Independent Insurance Agent; Insurance Sales Agent~8/4/2004~0hrs~0hrs~This was the first company that appointed me upon becoming licensed in insurance. I have never transacted any business with them and don't think I will in the future. 8) U.S. Financial Education Foundation~1427 N. Wilcox Avenue~Hollywood~CA~90028~Other~President~8/4/2004~1hrs~0hrs~U.S. Endowment for Financial Education recently changed its name to U.S. Financial Education Foundation. This is a 501(c)(3) charitable organization. It is non-investment related. Its website is under reconstruction. Founder & President 9) California Choice~721 S. Parker Road, Ste 200~Orange~CA~92868~Independent Insurance Agent; Insurance Sales Agent~1/4/2011~1hrs~0hrs~Appointed with California Choice which is not a direct carrier in the State of California| 10) LUCERNE MANAGEMENT INC; President: Bonita Equities LLC holds title to a commercial building where Ogden Page Accountancy Corporation and the Avantax branch office are located. Ogden Page's revocable living trust owns 99% of the LLC, and Lucerne Management Inc, the manager of the LLC, owns the other 1%. INVESTMENT RELATED: No; 1; 0; STARTED 04/01/2005; 1427 N. Wilcox Avenue, Hollywood CA 90028, US; For asset protection and estate planning purposes, the LLC that holds title to the real estate has to be a MMLLC/multi-member LLC. 11) BONITA EQUITIES LLC POSITION: President NATURE: This LLC holds title of the commercial building where I spend my days. Ogden Page Accountancy Corporation is a tenant. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2005; 1427 N. Wilcox Avenue, Los Angeles CA 90028; Maintain the real property in an eco-friendly manner. Create a cozy environment for our clients and guests as well. 12)5703 LAUREL PALMS INC; Owner; Board Position/Officer; NIR; 0; 05/01/2019; 5703 LAUREL CANYON BLVD NORTH HOLLYWOOD CA 91607; I WAS ELECTED TO THE BOARD OF DIRECTORS /THREE-MEMBER BOARD/ AND I WILL BE THE TREASURER OF THE HOA.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-05-01 |
| S63 | Uniform Securities Agent State Law Examination | 1990-11-21 |
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