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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
CA RA APPROVED 2025-09-05
TX RA APPROVED_RES 2025-09-05
  • CA RA
    APPROVED
    Since 2025-09-05
  • TX RA
    APPROVED_RES
    Since 2025-09-05

Branch Locations

295 27Th Street, Oakland, CA 94612 • 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
Financial Fitness Center Dba Oakland CA 12/1993 Present
Avantax Investment Services, Inc. Oakland CA 09/1997 09/2025
Avantax Advisory Services Oakland CA 02/1998 09/2025
Cetera Wealth Services, Llc Oakland CA 09/2025 Present
Cetera Investment Advisers Llc Schaumburg IL 09/2025 Present
  • 12/1993 → Present
    Financial Fitness Center Dba
    Oakland, CA
  • 09/1997 → 09/2025
    Avantax Investment Services, Inc.
    Oakland, CA
  • 02/1998 → 09/2025
    Avantax Advisory Services
    Oakland, CA
  • 09/2025 → Present
    Cetera Wealth Services, Llc
    Oakland, CA
  • 09/2025 → Present
    Schaumburg, IL
Previous Registrations
  • 1999-09-02 → 2025-09-05
    Avantax Advisory Services
    Oakland, CA
Other Businesses

1) Financial Fitness Center, Inc.~295 27th Street~Oakland~CA~94612~Tax Preparation/Accounting~Tax Preparation/Accounting~12/1/1997~60hrs~40hrs~Tax prep and supervision 2) Residential Rental Properties~295 27th Street~Oakland~CA~94612~Rental Property Owner/Management~Owner/Sole Proprietor~7/25/2004~1hrs~0hrs~Interface with Property Managers 3) RESIDENTIAL RENTAL PROPERTIES POSITION: Owner/Sole Proprietor NATURE: Rental Property Owner/Management INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 07/25/2004 ADDRESS: 295 27th Street, Oakland CA 94612, United States DESCRIPTION: Interface with Property Managers 4) LOIS LEYNSE & ANNE LOWRY R.E. PART POSITION: Partner/General Partner NATURE: Rental Property Owner/Management INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 09/30/2004 ADDRESS: 295 27th Street, Oakland CA 94612, United States DESCRIPTION: complete name--Lois Leynse & Anne Lowry R.E. Partner 5) REAL ESTATE CO OWNER POSITION: 50% REAL ESTATE OWNER NATURE: CO-OWNER OF SINGLE-FAMILY RENTAL PROPERTY INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 11/15/2021 ADDRESS: 295 27th Street, Oakland CA 94612, United States DESCRIPTION: INTERACT WITH THE PROPERTY MANAGER

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-08-23
S63 Uniform Securities Agent State Law Examination 1997-11-20
  • S65 Uniform Investment Adviser Law Examination
    1999-08-23
  • S63 Uniform Securities Agent State Law Examination
    1997-11-20
Other Names
  • Lois A Leynse

View on SEC IAPD

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