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Current Employers
Cetera Investment Advisers Llc

1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2025-09-05
  • WA RA
    APPROVED
    Since 2025-09-05

Branch Locations

1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Mccort & Bell Accounting Inc. Dba Gene Bell & Associates Bellingham WA 01/1999 09/2016
Mccort & Bell Accounting Inc. Dba Gene Bell & Associates Bellingham WA 02/2019 02/2019
Avantax Investment Services, Inc. Bellingham WA 05/2019 Present
Ez Accounting Solutions Tuscon AZ 09/2016 02/2017
Unemployed Tuscon AZ 02/2017 02/2019
Avantax Advisory Services Bellingham WA 03/2022 Present
Gene Bell & Associates Bellingham WA 01/2019 08/2023
Cetera Wealth Services, Llc El Segundo CA 09/2025 Present
Cetera Investment Advisers Llc Schaumburg IL 09/2025 Present
  • 01/1999 → 09/2016
    Mccort & Bell Accounting Inc. Dba Gene Bell & Associates
    Bellingham, WA
  • 02/2019 → 02/2019
    Mccort & Bell Accounting Inc. Dba Gene Bell & Associates
    Bellingham, WA
  • 05/2019 → Present
    Avantax Investment Services, Inc.
    Bellingham, WA
  • 09/2016 → 02/2017
    Ez Accounting Solutions
    Tuscon, AZ
  • 02/2017 → 02/2019
    Unemployed
    Tuscon, AZ
  • 03/2022 → Present
    Avantax Advisory Services
    Bellingham, WA
  • 01/2019 → 08/2023
    Gene Bell & Associates
    Bellingham, WA
  • 09/2025 → Present
    Cetera Wealth Services, Llc
    El Segundo, CA
  • 09/2025 → Present
    Schaumburg, IL
Previous Registrations
  • 2022-03-24 → 2025-09-05
    Avantax Advisory Services
    Bellingham, WA
    Bellingham, WA
Other Businesses

1) TRUE KNACK, LLC POSITION: Sole Member NATURE: Small business bookkeeping services INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2023 ADDRESS: 2950 NEWMARKET STREET, SUITE 101 PMB 350, BELLINGHAM, WA 98226 DESCRIPTION: Prepare accounting records, reconcile accounts, post transactions to accounts and prepare unaudited financial statements, prepare state and local business excise, occupation, sales, and use tax reports. Prepare payroll and submit employment tax reports. Creation associated of digital templates and forms. No bill-paying services or account signatory authority.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-03-12
S63 Uniform Securities Agent State Law Examination 2002-11-11
  • S66 Uniform Combined State Law Examination
    2022-03-12
  • S63 Uniform Securities Agent State Law Examination
    2002-11-11
Other Names
  • Heidi Michelle Radder
  • Heidi Michelle Radder
  • Heidi Michelle Radder
  • Heidi Michelle Henderson
  • Heidi Michelle Longstreth
  • Heidi M Longstreth

View on SEC IAPD

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