Mary M Geong

Current Employers

Employment History

• 10/1999 → 09/2025
  Avantax Investment Services, Inc.
  Piedmont, CA
• 06/2003 → 09/2025
  Avantax Advisory Services
  Piedmont, CA
• 05/2014 → 09/2025
  Avantax Insurance Agency, Llc
  Piedmont, CA
• 09/2018 → 05/2022
  California Board Of Accountancy
  Sacramento, CA
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Piedmont, CA
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2003-06-30 → 2025-09-05
  Avantax Advisory Services
  Piedmont, CA

Other Businesses

1) Asian Real Estate Assn of the East Bay~'NIR'~925 Jackson St~Oakland~CA~94607~Real Estate/Mortgage/Title Services/Appraisal~Member of the Board of Directors~11/1/2013~3hrs~3hrs~Attend board meetings. 2) SF State University Lam Family College of Business Professional Development Advisory Board~'NIR'~1600 Holloway Avenue~San Francisco~CA~94132~Other~Other~8/1/2020~1hrs~0hrs; Duties includes collaboration with the faculty-advise the dept on curriculum, Support students' career pursuits, Support the Accounting Dept through annual funding or corporate sponsorship 3) RENTAL PROPERTY POSITION: Owner NATURE: Single family house real estate ownership INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 11/01/2019 ADDRESS: 1415 GRAND AVE, PIEDMONT CA 94610, United States DESCRIPTION: Management of the rental property which includes rent collections, repairs, mortgage, property tax and insurance payments. 4) MULTI-UNIT RESIDENTIAL PROPERTY POSITION: Owner NATURE: a multiple unit residential property INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 05/01/2020 ADDRESS: 1415 GRAND AVE, PIEDMONT CA 94610, United States DESCRIPTION: Management of a 10-unit apartment building which includes collection of rents, repairs and payment of recurring expenses. 5) ALTA BATES SUMMIT MEDICAL CENTER POSITION: Trustee NATURE: Board Position/Officer INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 12/12/2019 ADDRESS: 3012 Summit Street, Oakland CA 94609, United States DESCRIPTION: As trustee of the philanthropy board for Sutter East Bay Medical Foundation, we plan and execute fundraising and outreach activities for Alta Bates Summit Medical Center 6) PIEDMONT ASIAN AMERICAN CLUB POSITION: Member of the Board of Directors NATURE: The club is a non-profit organizations that provides educational and Asian cultural activities for its members and the community. Club also acts as a resource for the community when there are Asian and diversity issues. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 07/01/1998 ADDRESS: 401 Highland Avenue, Piedmont CA 94611, United States DESCRIPTION: I am the Treasurer for the club which includes taking care of the books & records, making bank deposits and payments, bank reconciliation and issue financial statements.

Exams

• S66 Uniform Combined State Law Examination
  2003-01-31

Other Names

• Geong Mary