Timothy Peter Hintzoglou

Current Employers

Employment History

• 02/1998 → Present
  Tax & Financial Services
  Walnut Creek, CA
• 04/1998 → 09/2025
  Avantax Investment Services, Inc.
  Walnut Creek, CA
• 07/1999 → 09/2025
  Avantax Insurance Agency, Llc
  Walnut Creek, CA
• 01/2017 → Present
  We Plan, Inc. Dba Tax & Financial Services
  Walnut Creek, CA
• 04/2024 → Present
  Ray Matthes 1997 Trust
  Walnut Creek, CA
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Walnut Creek, CA
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 1999-11-09 → 2025-09-05
  Avantax Advisory Services
  Walnut Creek, CA
  Walnut Creek, CA

Other Businesses

1) ARM of Care, Inc 1862 Shuey Ave Walnut Creek CA 94596 Club/Association Director/Officer Director/Officer 12/3/2012~2hrs~0hrs The company is a non-profit organization. I sit on the Board providing input on the overall activities of the organization 2) TAX & FINANCIAL SERVICES POSITION: Tax Preparation/Accounting NATURE: Tax Preparation/Accounting INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 100 START DATE: 02/01/1988 ADDRESS: 3000 Citrus Circle , Suite 203, Walnut Creek CA 94598, United States DESCRIPTION: Prepare tax returns / provide bookkeeping services 3) WE PLAN, INC. DBA TAX & FINANCIAL SERVICES; POSITION: Tax Advisor NATURE: Tax Preparation Services INVESTMENT RELATED: No NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 40 START DATE: 01/02/2017; ADDRESS: 3000 Citrus Cir, Ste 203, Walnut Creek CA 94598, United States; DESCRIPTION: Provide tax return preparation and tax planning services to individuals and small businesses. 4)WALNUT CREEK PRESBYTERIAN CHURCH POSITION: Trustee NATURE: The trustees of the church serve as the corporate officers of the church as a legal entity. The trustee board is held by three individuals who are past or current ruling elders of the church under a three year term. The nature of the position are to sign all legal contracts on behalf of the church/corporation and execute the sale or purchase of real or personal property but only after such action has been approved and authorized by the church's elder board and/or vote of the church's members. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 02/01/2022 ADDRESS: 1801 Lacassie Ave, Walnut Creek CA 94596, United States DESCRIPTION: My specific duties would be to fulfill the responsibilities as listed in the question about the nature of the activity, I.e. sign contracts, bank checks, etc. as needed. The specific office, I.e. president, secretary, etc. are elected internally among the trustees once the three trustee positions are filled. 5) RAY MATTHES 1997 TRUST POSITION: Trustee NATURE: Trust administration of the assets held inthe Ray Matthes 1997 Trust. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 04/26/2024 ADDRESS: 175 Lennon LN 205, Walnut Creek CA 94598, United States DESCRIPTION: I am carrying out the trustee administration duties as successor trust after the passing of Ray Matthes (grantor / previous trustee). The trustee currently only owns a bank account and an investment brokerage account so the only specific duties are to oversee those two financial accounts.

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-01-07
• S63 Uniform Securities Agent State Law Examination
  1998-06-12

Designations

Other Names

• Timothy Peter Hintzog