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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-09-05 |
| TX | RA | APPROVED_RES | 2025-09-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-08-23 |
| S63 | Uniform Securities Agent State Law Examination | 1997-11-20 |
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