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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
9620 Center Avenue Suite 160, Rancho Cucamonga, CA 91730 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 1St Global Capital Corp. | Rancho Cucamonga | CA | 07/2004 | 10/2019 |
| Timothy J. Burns, Cpa | Rancho Cucamonga | CA | 10/1987 | Present |
| 1St Global Advisors Inc. | Rancho Cucamonga | CA | 01/2006 | 10/2019 |
| Avantax Insurance Services, Inc. | Rancho Cucamonga | CA | 07/2007 | 09/2025 |
| Avantax Advisory Services | Rancho Cucamonga | CA | 10/2019 | 09/2025 |
| Avantax Investment Services, Inc. | Rancho Cucamonga | CA | 10/2019 | 09/2025 |
| I Avantax Insurance Agency And/Or Avantax Insurance Services | Rancho Cucamonga | CA | 11/2019 | Present |
| Cetera Wealth Services, Llc | Rancho Cucamonga | CA | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) BURNS FINANCIAL SERVICES POSITION: OWNER NATURE: FINANCIAL SERVICES INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 20 START DATE: 06/01/2006 ADDRESS: Ste 160, Rancho Cucamonga GA 91730, DESCRIPTION: CLIENT MEETINGS DISCUSSING METHOD 10, INVESTING FUNDS. 2) BURNS & JOHNSTON CPAS AND BUSINESS ADVISORS, LLP. POSITION: OWNER/CPA NATURE: My role as owner and CPA of Burns & Johnston CPAs is to prepare tax returns, meet with clients (including quarterly meetings) manage and train staff and network with other business owners to grow business. INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 10/01/1987 ADDRESS: 9620 Center Ave, Suite 160, Rancho Cucamonga CA 91730, United States DESCRIPTION: Tax Preparation, Prepare financial statements, Meet with clients, Analyze company financial information, Client acquisition 3) BURNS FINANCIAL SERVICES; OWNER; FINANCIAL SERVICES; IR; 20; 06/01/2006; Ste 160 Rancho Cucamonga GA 91730; CLIENT MEETINGS DISCUSSING METHOD 10, INVESTING FUNDS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-09-29 |
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