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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2025-09-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Avantax Investment Services, Inc. | Canby | OR | 03/2016 | 09/2025 |
| Avantax Advisory Services | Canby | OR | 03/2016 | 09/2025 |
| Douglas-Harmon Cpa Llc | Canby | OR | 02/2010 | Present |
| Lifetime Financial Solutions, Inc | Canby | OR | 01/2000 | Present |
| Cetera Wealth Services, Llc | Canby | OR | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
| Master'S Touch Property Company Llc | Canby | OR | 10/2025 | Present |
1) Lifetime Financial Solutions, Inc; 113 NW Third Ave, Canby, OR 97013; Other; 1/1/2000; 20hrs; 15hrs; Operational and/or Marketing Name for Avantax 2) POWER OF ATTORNEY FOR DONNA L DOUGLASS; Power of Attorney/Daughter; I am the General Durable Power of Attorney for my mother Donna L. Douglass; INVESTMENT RELATED: Yes; 1; 0; 11/23/2020; 113 NW Third Ave, Suite B, Canby OR 97013, US; To act on Donna's behalf in the event she requests, is incapacitated or is otherwise unable to act on her own behalf for any reason in regards to her personal matters. 3) LIFETIME FINANCIAL SOLUTIONS, INC POSITION: President/Secretary NATURE: Operational and/or Marketing Name for Avantax Services?. Provide clients with financial services under Registered Representative's licensing with Avantax Investment Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 15 START DATE: 01/01/2000 ADDRESS: 113 NW Third Ave, Canby OR 97013, United States DESCRIPTION: Managing shareholder responsible for day to day operations and management of the firm. 4) DOUGLAS-HARMON CPA LLC POSITION: Member Manager NATURE: Certified Public Accounting Firm providing tax planning, tax preparation, estate planning, bookkeeping, payroll, business consulting and general accounting services to individuals, businesses, estates & trusts. INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 80 START DATE: 02/01/2010 ADDRESS: PO BOX 1031, Canby OR 97013, United States; DESCRIPTION: Firm Manager & Supervising CPA 5) NAME OF OTHER BUSINESS: MASTER'S TOUCH PROPERTY COMPANY LLC; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: REAL ESTATE; START DATE: 10/2025; POSITION/TITLE/RELATIONSHIP: MEMBER-MANAGER; APX NUMBER OF HOURS PER WEEK: 10; APX NUMBER OF HOURS DURING TRADING HOURS: 2; BRIEF DESCRIPTION OF DUTIES: IDENTIFYING, PURCHASING, RENOVATING, AND LEASING RESIDENTIAL AND OR COMMERCIAL REAL ESTATE;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-08-06 |
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