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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 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American Tax Services | Sacramento | CA | 08/1995 | Present |
| Avantax Investment Services, Inc. | Sacramento | CA | 01/1998 | 09/2025 |
| High School Basketball Coach | Elk Grove | CA | 01/2014 | Present |
| Cetera Wealth Services, Llc | El Segundo | CA | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
American Tax Services~'NIR'~910 FLORIN RD # 205~SACRAMENTO~CA~95831~Tax Preparation/Accounting~Tax Preparation/Accounting~10/1/2008~20hrs~20hrs~TAX PREP|HIGH SCHOOL BASKETBALL COACH~'NIR'~6400 WHITELOCK PKWY~ELK GROVE~CA~95757~Other~Other~1/1/2014~20hrs~0hrs~COACHING|
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1998-04-20 |
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