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Current Employers
Cetera Investment Advisers Llc

1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2025-09-05
  • OR RA
    APPROVED
    Since 2025-09-05

Branch Locations

113 Nw Third Ave, Canby, OR 97013 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 03/2016 → 09/2025
    Avantax Investment Services, Inc.
    Canby, OR
  • 03/2016 → 09/2025
    Avantax Advisory Services
    Canby, OR
  • 02/2010 → Present
    Douglas-Harmon Cpa Llc
    Canby, OR
  • 01/2000 → Present
    Lifetime Financial Solutions, Inc
    Canby, OR
  • 09/2025 → Present
    Cetera Wealth Services, Llc
    Canby, OR
  • 09/2025 → Present
    Schaumburg, IL
  • 10/2025 → Present
    Master'S Touch Property Company Llc
    Canby, OR
Previous Registrations
  • 2016-04-05 → 2025-09-05
    Avantax Advisory Services
    Canby, OR
  • 2005-07-01 → 2016-03-17
    Avantax Advisory Services
    Canby, OR
Other Businesses

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;

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-08-06
  • S66 Uniform Combined State Law Examination
    2003-08-06
Designations
Other Names
  • Rita Nicholle Douglass
  • Harmon Nicholle Nikki

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