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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
CA RA APPROVED 2025-09-05
TX RA APPROVED_RES 2025-09-05
  • CA RA
    APPROVED
    Since 2025-09-05
  • TX RA
    APPROVED_RES
    Since 2025-09-05

Branch Locations

17987 Beardsley St., Castro Valley, CA 94546 • 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
Tenshi Fin& Ins Sales San Mateo CA 05/2003 Present
Cars For Caregivers / Valkyries For Vets Castro Valley CA 09/2018 07/2021
Avantax Insurance Agency Llc Castro Valley CA 03/2005 09/2025
Avantax Advisory Services Castro Valley CA 02/2018 09/2025
Avanatx Invetment Services, Inc. Castro Valley CA 03/2005 09/2025
Avantax Insurance Agency And/Or Avantax Insurance Services Castro Valley CA 09/2021 09/2025
Cetera Wealth Services, Llc Castro Valley CA 09/2025 Present
Cetera Investment Advisers Llc Schaumburg IL 09/2025 Present
  • 05/2003 → Present
    Tenshi Fin& Ins Sales
    San Mateo, CA
  • 09/2018 → 07/2021
    Cars For Caregivers / Valkyries For Vets
    Castro Valley, CA
  • 03/2005 → 09/2025
    Avantax Insurance Agency Llc
    Castro Valley, CA
  • 02/2018 → 09/2025
    Avantax Advisory Services
    Castro Valley, CA
  • 03/2005 → 09/2025
    Avanatx Invetment Services, Inc.
    Castro Valley, CA
  • 09/2021 → 09/2025
    Avantax Insurance Agency And/Or Avantax Insurance Services
    Castro Valley, CA
  • 09/2025 → Present
    Cetera Wealth Services, Llc
    Castro Valley, CA
  • 09/2025 → Present
    Schaumburg, IL
Previous Registrations
Other Businesses

1) Tenshi Financial and Insurance Services~'NIR'~17987 Beardsley St~Castro Valley~CA~94546~Insurance Agent~Agent~5/3/2003~20hrs~20hrs~I am the owner and agent. I help my clients. I provide comparison of different benefit plans to make sure my clients have the best options available. I answer questions via email or phone meet with clients to review their benefits. I provide them with the best options I can. 2) POWER OF ATTORNEY MY MOM'S IRA ACCOUNT POSITION: Power of Attorney NATURE: I am to have a non durable power of attorney over my Mom's Schwab account, and act as her agent. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 09/23/2021 ADDRESS: 17987 Beardsley St., Castro Valley CA 94546, DESCRIPTION: I will be helping my Mom while she is capable of it, to choose how her money is invested. 3) POWER OF ATTORNEY FOR MY INCAPACITATED MOTHER POSITION: Power of Attorney NATURE: Taking care of my mother's accounts, including Schwab and USAA accounts and banking, checking and health INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 09/02/2022 ADDRESS: 17987 Beardsley St., Castro Valley CA 94546, United States DESCRIPTION: Taking care of all of my Mom's financial and logistical needs 4) POWER OF ATTORNEY FOR MY HUSBAND POSITION: wife NATURE: If something should happen to my husband, I will have control over this account. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 12/10/2024 ADDRESS: 17987 Beardsley St., Castro Valley CA 94546, United States DESCRIPTION: If my husband should become incapacitated or pass, I will have control over this account.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-12-20
S66 Uniform Combined State Law Examination 2003-02-18
  • S65 Uniform Investment Adviser Law Examination
    2017-12-20
  • S66 Uniform Combined State Law Examination
    2003-02-18
Other Names
  • Jessica Lynn Nelson
  • Jessica Lynn Nelson

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