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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-09-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 1St Global Capital Corp | Oro Valley | AZ | 07/2001 | 10/2019 |
| 1St Global Advisors, Inc. | Oro Valley | AZ | 04/2002 | 10/2019 |
| Avantax Advisory Services | Oro Valley | AZ | 10/2019 | 09/2025 |
| Avantax Investment Services, Inc. | Oro Valley | AZ | 10/2019 | 09/2025 |
| Cetera Wealth Services, Llc | Oro Valley | AZ | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
WEST & COMPANY, LLC, CPA'S POSITION: OUTSIDE CONSULTANT NATURE: FNANCIAL CONSULTING INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2016 ADDRESS: Oro Valley AZ , United States DESCRIPTION: Consulting on tax issues, retirement planning for employee benefit plans. Review and prepare tax returns, plan design, operation, and compliance issues
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-11-12 |
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