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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 |
Branch Locations
3878 Carson Street Suite 220, Torrance, CA 90503 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gerry Andrade | Torrance | CA | 06/1995 | Present |
| Avantax Investment Services, Inc. | Torrance | CA | 06/2001 | 09/2025 |
| Avantax Advisory Services | Torrance | CA | 01/2009 | 09/2025 |
| Gerry Andrade & Associates Inc | Torrance | CA | 06/1995 | Present |
| Avantax Insurance Services And/Or Avantax Insurance Agency | Torrance | CA | 11/2001 | 09/2025 |
| Cetera Wealth Services, Llc | Torrance | CA | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) Gerry Andrade & Associates, Inc.~3868 Carson St., Ste. 10~Torrance~CA~90503~Accounting/Bookkeeping (No Tax Preparation)~Tax Preparation/Accounting~6/1/1995~160hrs~100hrs~Tax preparation; accounting 2) Personal Rental Property~116 N Western Avenue~San Pedro~CA~90732~Rental Property Owner/Management~Owner/Sole Proprietor~1/1/2004~1hrs~0hrs~owner 3) AVANTAX INSURANCE SERVICES AND/OR AVANTAX INSURANCE AGENCY POSITION: Insurance Agent NATURE: Assess client insurance needs. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 11/01/2001 ADDRESS: 3878 Carson St, Suite 220, Torrance CA 90503, United States DESCRIPTION: Meet with clients and sell life insurance. 4) COMMERCIAL RENTAL PROPERTY POSITION: owner NATURE: Rental property located at 3465 Torrance Blvd, Suite K Torrance, CA 90503 INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 12/01/2021 ADDRESS: 3878 Carson St, Suite 220, Torrance CA 90503, United States DESCRIPTION: We collect the rent. Property managers takes care of the rest. 5) RESIDENTIAL RENTAL PROPERTY POSITION: Property manager NATURE: Residential Rental property located at3783 Calle San Antonio, Palm Springs, CA 92264. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 06/20/2020 ADDRESS: 3878 Carson St, Suite 220, Torrance CA 90503, United States DESCRIPTION: Property manager
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-11-18 |
| S63 | Uniform Securities Agent State Law Examination | 2001-10-22 |
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