Mila Nues Coffey

Current Employers

Employment History

• 05/2014 → 09/2025
  Avantax Advisory Services
  Richmond, CA
• 02/1997 → 09/2025
  Avantax Investment Services, Inc.
  Richmond, CA
• 01/1986 → 01/2019
  Petsas & Hill Cpa'S Inc.
  Richmond, CA
• 01/2020 → Present
  Ph Tax & Wealth Solutions, Cpas, Inc.
  Richmond, CA
• 01/2020 → 09/2025
  Avantax Insurance Agency, Llc
  Richmond, CA
• 02/2024 → Present
  Cdu Group Llc
  Richmond, CA
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Richmond, CA
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2014-05-30 → 2025-09-05
  Avantax Advisory Services
  Richmond, CA
• 2002-08-21 → 2006-10-13
  Avantax Advisory Services
  Richmond, CA

Other Businesses

1) Contra Costa College Foundation~2600 Mission Bell Drive AA-130~San Pablo~CA~94806~Other~Director/Officer~9/14/2005~2hrs~0hrs~Member of Board for the Contra Costa College Foundation assisting in scholarships to further students education and promote college to high school students and others. 2) EBRPD Ambassador~2950 Peralta Oaks Ct~Oakland~CA~94605~Other~Other~1/1/2013~3hrs~0hrs~I am a volunteer for the Park District as a representative providing information about the park and services the park offers. 3) Rental Property~169 Midship Drive~Hercules~CA~94806~Rental Property Owner/Management~Owner/Sole Proprietor~1/1/2000~6hrs~0hrs~maintain and manage rental properties 4) PH Tax & Wealth Solutions, CPAs, Inc.~3220 Blume Drive, Suite 220~Richmond~CA~94806~Other~Owner~1/1/2020~140hrs~20hrs~Prepare income, trust, corporate, LLC tax returns for individual's, trust and businesses. 5) Colin Coffey for East Bay Parks District Director~'NIR'~1611 Sycamore Ave, P.O. Box 5815~Hercules~CA~94547~Elected/Appointed Official~Other~2/6/2018~1hrs~0hrs~I am a volunteer to pick up the mail at the post office box. 6) CDU GROUP LLC POSITION: Managing Member NATURE: holding company for the Advisor Equity Program through Cetera INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 02/07/2024 ADDRESS: 3220 Blume Drive, Suite 221, Richmond CA 94806, United States DESCRIPTION: manage the operations of the LLC, which includes signing for the acquisition of an interest through the Advisor Equity Program, preparing any tax returns, if needed, and monitoring any correspondence.

Exams

• S63 Uniform Securities Agent State Law Examination
  1997-05-03

Designations

Other Names

• Mila Jean Rosa
• Mila Nues Coffey