David Lester Mendenhall

Current Employers

Employment History

• 09/1998 → Present
  David Mendenhall Cpa Pc
  Corvalis, OR
• 01/1999 → 12/2017
  Witzke & Mendenhall, Llp
  Corvalis, OR
• 09/1999 → 09/2025
  Avantax Investment Services, Inc.
  Corvalis, OR
• 02/2000 → 09/2025
  Avantax Advisory Services
  Corvallis, OR
• 01/2011 → Present
  Tax & Wealth Management, Llp
  Corvallis, OR
• 07/2012 → Present
  Western Display Fireworks Ltd
  Canbt, OR
• 12/2001 → 09/2025
  Avantax Insurance Agency, Llc
  Corvallis, OR
• 09/2025 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2000-02-22 → 2025-09-05
  Avantax Advisory Services
  Corvallis, OR

Other Businesses

1) Fiduciary Appointment Trustee 3875 Three Lakes Rd~Albany~OR~97322~2/1/2010~1hrs~0hrs~Prepare check for annual term policy premium. Prepare annual letters to beneficiaries 2) Financial Services Practice LLC 2334 NW Professional Dr Corvallis OR 97330 Accounting/Bookkeeping (No Tax Preparation)~Accountant/Bookkeeper~1/5/2011~1hrs~0hrs~Bookkeeping 3) Professional Drive, LLC 2334 NW Professional Dr Corvallis OR 97330 Real Estate/Mortgage/Title Services/Appraisal Other~6/6/2003~1hrs~0hrs~commercial real estate member 4) Western Display Fireworks LTD 10946 S New Era Raod Canby OR 97013 7/4/2012~1hrs~0hrs Pyrotechnician for occasional fireworks shows including the 4th of July celebrations 5) David Mendenhall CPA PC 2334 NW Professional Dr Corvallis OR 97330 Tax Preparation/Accounting President 9/1/1998~1hrs~0hrs~CPA 6) Tax Debt Strategies LLC 2334 NW Professional Drive Corvallis OR 97330 Accounting Services/Tax Preparation Owner 8/4/2017~0hrs~0hrs~None 7) Tax & Wealth Management LLP 2334 NW Professional Dr Corvallis OR 97330 Accounting Services/Tax Preparation Owner~1/1/2011~120hrs~100hrs~I am a partner in this firm and spend most of my time meeting with clients in the office or on the phone, reviewing staff work for completion and quality. 8) Fiduciary Appointment-Trustee 1110 NW Overlook Dr Corvallis OR 97330 8/10/2020 2-5 hourshrs~2-5 hourshrs~My duties will be to assist the other trustee in preparing tax returns, providing advice as to transactions necessary to provide cash flow to the beneficiary of the trust according to the trust document.| 9) TAX & WEALTH MANAGEMENT LLP 401(K) PLAN POSITION: Trustee NATURE: Management and oversite ofcompany 401(k) plan,. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2021 ADDRESS: 2334 NW Professional Dr, Corvallis OR 97330, DESCRIPTION: Interaction with TPA, employees, broker dealer,investment companies, filing appropriate governmental forms that are required. 10) LORUSSO FAMILY TRUST POSITION: Successor Trustee NATURE: I will be closing the estate. Paying outstanding bills, making sure tax returns are filed, distributing assets to charity per the trust document. INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 06/05/2023 ADDRESS: 2334 NW Professional Dr, Corvallis OR 97330, United States DESCRIPTION: I will be closing the estate. Paying outstanding bills, making sure tax returns are filed, distributing assets to charity per the trust document. 11) Kevin & Karen Kropf Irrevocable Life Insurance Tru; Trustee; Fiduciary Appointment; NIR; 0; 02/01/2010; 3875 Three Lakes Rd Albany OR 97322; Prepare check for annual term policy premium. Prepare annual letters to beneficiaries 12)Tax & Wealth Management LLP (1); Owner; We prepare tax returns, financial statements, payroll, and consulting services.; IR; 100; 01/01/2011; 2334 NW Professional Dr Corvallis OR 97330; I am a partner in this firm and spend most of my time meeting with clients in the office or on the phone, reviewing staff work for completion and quality.

Exams

• S66 Uniform Combined State Law Examination
  1999-10-28

Designations