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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
695 Oak Grove Avenue Suite 100, Menlo Park, CA 94025 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wellings & Co. | Menlo Park | CA | 11/1990 | Present |
| 1St Global Capital Corp | Menlo Park | CA | 08/2001 | 10/2019 |
| 1St Global Advisors, Inc. | Menlo Park | CA | 03/2002 | 10/2019 |
| Avantax Insurance Services, Inc. | Menlo Park | CA | 09/2004 | 09/2025 |
| Avantax Investment Services, Inc. | Menlo Park | CA | 10/2019 | 09/2025 |
| Avantax Advisory Services | Menlo Park | CA | 10/2019 | 09/2025 |
| Cetera Wealth Services, Llc | Menlo Park | CA | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) RENTAL PROPERTY POSITION: OWNER NATURE: Purchase my business office INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 06/09/2013 ADDRESS: Menlo Park CA 94025, United States DESCRIPTION: Receive rent from my CPA practice 2) WELLINGS WEALTH CARE POSITION: OWNER NATURE: FINANCIAL SERVICES INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 12/01/2002 ADDRESS: Menlo Park CA 94025, United States DESCRIPTION: Provide financial services to clients. 3)WELLINGS & CO.; PARTNER; NIR; 11/01/1990
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-12-07 |
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