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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
210 Jones St Ste. 104, Dubuque, IA 52001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-07-22 |
| CA | RA | APPROVED | 2024-11-25 |
Branch Locations
3800 Blackhawk Road Suite 100, Danville, CA 94506 • United States
210 Jones St Ste. 104, Dubuque, IA 52001 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sweeney Kovar | San Ramon | CA | 06/1984 | Present |
| 1St Global Capital Corp | Danville | CA | 07/2000 | 10/2019 |
| 1St Global Advisors, Inc | Danville | CA | 01/2001 | 10/2019 |
| Avantax Insurance Services, Inc. | Danville | CA | 11/2004 | 09/2025 |
| Avantax Advisory Services | Danville | CA | 10/2019 | 09/2025 |
| Avantax Investment Services, Inc. | Danville | CA | 10/2019 | 09/2025 |
| Avantax Planning Partners, Inc. | Danville | CA | 11/2024 | Present |
| Avantax Solutions, Llc | Danville | CA | 11/2024 | Present |
| Cetera Wealth Services, Llc | Danville | CA | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) SWEENEY KOVAR FINANCIAL ADVISORS, INC (FORMALLY SK INVESTMENT ADVISORS, INC) POSITION: OWNER NATURE: FINANCIAL ADVISORS INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 06/30/2001 ADDRESS: Danville CA , United States DESCRIPTION: Provide financial services to clients. 2) SWEENEY KOVAR POSITION: PARTNER NATURE: CPA INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 06/01/1984 DESCRIPTION: CPA firm 3) KOVAR FAMILY VINEYARD POSITION: Owner NATURE: Hobby vineyard and winemaking for family and friends. Occasional sale of excess grapes. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2022 ADDRESS: 4283 E 3RD AVENUE, NAPA CA 94558, United States DESCRIPTION: Supervision and manage activities. 4)AVANTAX SOLUTIONS, LLC POSITION: Director, Tax Practice NATURE: Providing tax services to Individuals and Businesses. INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 11/16/2024 ADDRESS: 3800 Blackhawk Road, Suite 100, Danville CA 94506, United States DESCRIPTION: Review and supervision of tax related activities of Avantax Solutions LLC. 5) BRONCO DON HOLDINGS,LLC; INVESTOR; COMMERCIAL BUILDING; IR; 0; 05/15/2001; Ste 100 Danville CA ; investor
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-11-09 |
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