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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-09-05 |
| TX | RA | APPROVED_RES | 2025-09-05 |
Branch Locations
13275 E Fremont Pl Suite 280, Centennial, CO 80112 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Affordable Tax Prep & Planning Inc. | Wheat Ridge | CO | 09/2002 | Present |
| Paul Jarvis | Denver | CO | 01/2002 | Present |
| Avantax Insurance Agency Llc | Centennial | CO | 08/2012 | 09/2025 |
| Avantax Investment Services, Inc. | Centennial | CO | 08/2012 | 09/2025 |
| Avantax Advisory Services | Centennial | CO | 10/2012 | 09/2025 |
| Simon Davis | Denver | CO | 07/2016 | Present |
| Cetera Wealth Services, Llc | Centennial | CO | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) Affordable Tax Prep & Planning Inc. 6545 West 44th Avenue Wheat Ridge CO 80033 Tax Preparation/Accounting President 9/1/2002 135hrs~95hrs Provide Tax Preparation to clients while managing the daily operations of the business. 2) Simon Davis 730 17th St Unit 107 Denver CO 80202 Insurance Agent Other 7/25/2016 2hrs~2hrs writing Term Policies. 3) PAUL JARVIS POSITION: Owner/Sole Proprietor NATURE: Rental Property Owner/Management INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/01/2002 ADDRESS: 5319 E Davies Dr, Centennial CO 80122, United States DESCRIPTION: Own and manage two rental properties (residential). 4) MAMMOTH ADVENTURES POSITION: Partner NATURE: This is a Rental Real Estate activity, Much like my other Rental Activities previously disclosed. This Rental Activity is a Partnership with only two Partners, Myself and My Girlfriend. It is basically a Vacation Rental in The Black Hills of South Dakota. We have hired a Rental Manager to take care of the Day to day operations. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 08/01/2024 ADDRESS: 5319 E Davies Dr, Centennial CO 80122, United States DESCRIPTION: The only responsibilities I have are Preparing the Taxes. I spend less than an Hour a week on this activity.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-05-16 |
| S63 | Uniform Securities Agent State Law Examination | 2001-01-31 |
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