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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
155 Granada Street Suite P, Camarillo, CA 93010 • United States
2 disclosure categories 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 Emp Cpa | Camarillo | CA | 08/1994 | Present |
| Avantax Investment Services, Inc. | Camarillo | CA | 08/2000 | 09/2025 |
| Avantax Advisory Services | Camarillo | CA | 10/2000 | 09/2025 |
| Fiduciary Appointment | Camarillo | CA | 01/2019 | Present |
| Assurity Life Insurance Company | Lincoln | NE | 11/2019 | Present |
| Avantax Insurance Agency And/Or Avantax Insurance Services | Camarillo | CA | 09/2022 | 09/2025 |
| Cetera Wealth Services, Llc | Camarillo | CA | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) Rene Randel, CPA~1601 Carmen Drive, Suite 213~Camarillo~CA~93012~Tax Preparation/Accounting~Owner/Sole Proprietor~6/1/2000~120hrs~90hrs~CPA 2) Assurity Life Insurance Company~PO Box 82533~Lincoln~NE~68501~Insurance Agent~Agent~11/11/2019~1hrs~1hrs~I am the agent. This is a very small portion of my time.| 3) RENE S. RANDEL, MBA, CPA, CFP POSITION: Owner/Sole Proprietor NATURE: Tax Preparation/Accounting INVESTMENT RELATED: No NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2000 ADDRESS: 1601 Carmen Drive, Suite 213, Cervato Drive, Camarillo CA 93012, United States DESCRIPTION: CPA
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-10-03 |
| S63 | Uniform Securities Agent State Law Examination | 2000-07-25 |
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