Ronald Wynn Lwin

Current Employers

Employment History

• 08/2007 → 09/2025
  Avantax Investment Services, Inc.
  Pleasanton, CA
• 09/2007 → 09/2025
  Avantax Advisory Services
  Pleasanton, CA
• 03/2011 → Present
  Abacus Tax Preparation
  Pleasanton, CA
• 04/2013 → Present
  Wynn Real Estate
  Pleasanton, CA
• 02/2019 → Present
  Wynn Off Road
  Pleasanton, CA
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Dublin, CA
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2007-09-25 → 2025-09-05
  Avantax Advisory Services
  Pleasanton, CA
  Dublin, CA
• 2007-02-20 → 2007-08-22
  Charles Schwab & Co., Inc.
  Walnut Creek, CA
• 2002-06-17 → 2002-12-06
  Morgan Stanley Dw Inc.
  Hayward, CA

Other Businesses

1) Abacus Tax Preparations~'NIR'~6130 Stoneridge Mall Rd. Suite 105~Pleasanton~CA~94588~Tax Preparation/Accounting~Tax Preparation/Accounting~3/22/2011~60hrs~0hrs~Prepare Individual and Business Tax Returns 2)Wynn Financial Services~'NIR'~6130 Stoneridge Mall Rd. ste. 105~Pleasanton~CA~94588~Other~Owner/Sole Proprietor~8/1/2007~140hrs~7hrs~Operational and/or Marketing Name | 3) Wynn Real Estate~'NIR'~4695 Chabot Dr., Suite 200~Pleasanton~CA~94588~Real Estate/Mortgage/Title Services/Appraisal~Real Estate Sales Associate~4/1/2013~100hrs~8hrs~Real Estate & Property Management 4)Wynn Off Road~'NIR'~4695 CHABOT DR STE 200~PLEASANTON~CA~94588~Other~Owner~2/14/2019~20hrs~0hrs~Establish and maintain an online purchasing site. Establish relationships with wholesale distributors and directly communicate with parts manufacturers for wholesale pricing with the intent for resale. Most of the time will be spent fulfilling orders and managing operating costs.|

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-05-23
• S63 Uniform Securities Agent State Law Examination
  1997-02-22