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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-09-05 |
| TX | RA | APPROVED_RES | 2025-09-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Anand & Anand Cpa P.C. | Phoenix | AZ | 08/1990 | 01/2024 |
| Avantax Investment Services, Inc. | Phoenix | AZ | 10/2002 | 09/2025 |
| Avantax Advisory Services | Phoenix | AZ | 06/2003 | 09/2025 |
| Anand Financial Services | Phoenix | AZ | 12/2010 | Present |
| Cetera Wealth Services, Llc | Phoenix | AZ | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) Anand Properties LLC 15215 S 48th. Street, Ste 160 Phoenix AZ 85044 Rental Property Owner/Management Partner/General Partner~1/1/2004~2hrs~0hrs~Owner. 2) VALLEY CPA SERVICES POSITION: Advisor NATURE: Anand & Anand CPA PC, owned by Indu and Ron Anand was sold to Valley CPA Services as of 11/17/2022. As part of the sale agreement and transition, I will beadvising and guiding on accounting and tax matters purely on a temporary basis.? INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 0 START DATE: 11/17/2022 ADDRESS: 2730 W Agua Fria Fwy, Ste 205, Phoenix AZ 85027, United States DESCRIPTION: Assist the new owners to absorb the practice and assist the clients and the staff to work in the new environment. Accounting, Tax and Consulting matters. 3) ANAND FINANCIAL SERVICES POSITION: Registered Investment Advisor NATURE: DBA INVESTMENT RELATED: No NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 5 START DATE: 12/01/2010 ADDRESS: 15215 S-48TH Street Ste. 160, Phoenix AZ 85044, DESCRIPTION: Operational/Marketing name for Avantax
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-11-14 |
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