David Aron Lazar

Current Employers

Employment History

• 07/1983 → Present
  David A. Lazar, An Acctcy. Corp.
  Sherman Oaks, CA
• 05/1998 → 09/2025
  Avantax Investment Securities, Inc.
  Tarzana, TX
• 02/2013 → 09/2025
  Avantax Advisory Services
  Tarzana, CA
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Woodland Hills, CA
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2013-02-15 → 2025-09-05
  Avantax Advisory Services
  Tarzana, CA

Other Businesses

1) AFLAC 1932 Wynnton Rd~Columbus~CA~31999~Independent Insurance Agent~Insurance Sales Agent~11/1/2003~1hrs~0hrs~Refer small business clients with needs for Section 125 Plan Administration. 2) David A Lazar, an Accountancy Corp 21800 Oxnard St, Ste 250~Woodland Hills~CA~91367~Tax Preparation/Accounting~Owner/Sole Proprietor~2/1/2015~0hrs~0hrs~Financial Statements and Income Tax Preparation related to Public Accounting. The name of this company was changed to Lazar and Company Certified Public Accountants in 2007. 3) Direct AV 12932 Weber Way~Hawthorne~CA~90250~Finance~Other~7/1/2014~1hrs~0hrs~One of my accounting and tax clients has asked me to preside over their annual Board of Directors meeting. I am not a Board member. I simply facilitate the meeting by addressing items contained on the agenda and documenting discussions in the Company's Bo 4) CPayroll, Inc 21800 Oxnard St, #250~Woodland Hills~CA~91367~Other~President~2/1/2015~20hrs~0hrs~Owner, supervisor. 5) Guradians of RHD 21800 Oxnard Street Suite 250~Woodland Hills~CA~91367~Board Position/Officer~Other~5/4/2018~4hrs~0hrs~My principal duties will be to maintain the books. pay bills, record banking activity, issue financial statements and prepare tax returns 6) CHEASAPEAKE OBAMA LLC POSITION: Investor NATURE: Construct multi family residential property INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 07/19/2021 ADDRESS: 21800 Oxnard Street, Suite 250, Woodland Hills CA 91367, United States DESCRIPTION: External CPA

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-02-08
• S63 Uniform Securities Agent State Law Examination
  1998-07-13

Other Names

• David Aron Lazar