Nicole Jacqueline Downing

Current Employers

Employment History

• 07/2003 → 09/2025
  Avantax Investment Services, Inc.
  Valencia, CA
• 06/2001 → Present
  Downing Tax & Fin
  Valencia, CA
• 11/2001 → Present
  Bisys Insurance Services
  San Franciso, CA
• 03/2005 → 09/2025
  Avantax Advisory Services
  Valencia, CA
• 07/2003 → 09/2025
  Avantax Insurance Agency, Llc
  Valencia, CA
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Valencia, CA
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2005-03-22 → 2025-09-05
  Avantax Advisory Services
  Valencia, CA

Other Businesses

Residential Rental~'NIR'~25784 Covala Court~Valencia~CA~91355~Rental Property Owner/Management~Owner/Sole Proprietor~9/1/2008~1hrs~0hrs~receiving rental income, paying expenses, management|BISYS Insurance Services~'NIR'~28001 Smyth Drive, Suite 109~Valencia~CA~91355~Independent Insurance Agent~Insurance Sales Agent~7/1/2003~2hrs~0hrs~Insurance sales, analysis|GOMA LLC~'NIR'~27955 Smyth Drive, Suite 104~Valencia~CA~91355~Other~Partner/General Partner~7/3/2014~1hrs~0hrs~Purchased equipment to lease-to-own to a local gym|Downing Tax & Financial Services~'NIR'~28001 Smyth Drive, Suite 109~Valencia~CA~91355~Tax Preparation/Accounting~Other~7/1/2003~160hrs~80hrs~Tax return preparation, tax planning, advice

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-02-01
• S63 Uniform Securities Agent State Law Examination
  1997-09-26

Other Names

• Nicole Jacqueline Morlett
• Nicole Jacqueline Downing
• Nicole Jacqueline Morlett