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Current Employers
Cetera Investment Advisers Llc

1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States

Current Registrations

AuthorityCategoryStatusDate
ID RA APPROVED 2025-09-05
TX RA APPROVED_RES 2025-09-05
  • ID RA
    APPROVED
    Since 2025-09-05
  • TX RA
    APPROVED_RES
    Since 2025-09-05

Branch Locations

1025 S Bridgeway Pl #290, Eagle, ID 83616 • United States

19 E Wyoming Ave, Homedale, ID 83628 • United States

1882 W. Frederic Ln, Boise, ID 83705 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Avantax Investment Services, Inc. Homedale ID 07/2002 09/2025
Avantax Advisory Services Homedale ID 02/2005 09/2025
Cetera Wealth Services, Llc Homedale ID 09/2025 Present
Cetera Investment Advisers Llc Schaumburg IL 09/2025 Present
Parker Advisors Homedale ID 01/2008 Present
  • 07/2002 → 09/2025
    Avantax Investment Services, Inc.
    Homedale, ID
  • 02/2005 → 09/2025
    Avantax Advisory Services
    Homedale, ID
  • 09/2025 → Present
    Cetera Wealth Services, Llc
    Homedale, ID
  • 09/2025 → Present
    Schaumburg, IL
  • 01/2008 → Present
    Parker Advisors
    Homedale, ID
Previous Registrations
  • 2005-02-05 → 2025-09-05
    Avantax Advisory Services
    Wilder, ID
    Meridian, ID
    Homedale, ID
    Dallas, TX
Other Businesses

1) TAX FREEDOM BUILDERS POSITION: Founder/Owner NATURE: This activity is a DBA name under which I will be marketing services offered through Avantax. It is not an entity, but rather a specific program/process branded separately from Parker Advisors (our DBA for our investment and tax business). This program will have educational content and a website to help drive traffic to Parker Advisors for investment related business offered through Avantax. Our goal through Tax Freedom Builders is to help educate potential wealth management clients regarding tax smart strategies and proactive financial planning. Tax Freedom Builders will offer a tiered fee for plan program. In this program three types of financial plans will be offered varying in scope and complexity. Details regarding the plans are found in question 5. INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 11/15/2024 ADDRESS: 19 E Wyoming Ave, P.O. Box 905, Homedale ID 83628, United States DESCRIPTION: Provide the vision and strategy for this marketing program. Develop content for the program: videos, blogs, postcasts, social media posts, seminars and webinars, etc. 2) NAME OF OTHER BUSINESS: PARKER ADVISORS; INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 1/2008, POSITION/TITLE/RELATIONSHIP: OWNER, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2004-12-30
S63 Uniform Securities Agent State Law Examination 2002-10-26
  • S65 Uniform Investment Adviser Law Examination
    2004-12-30
  • S63 Uniform Securities Agent State Law Examination
    2002-10-26

View on SEC IAPD

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