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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-09-05 |
| TX | RA | APPROVED_RES | 2025-09-05 |
Branch Locations
17987 Beardsley St., Castro Valley, CA 94546 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-12-20 |
| S66 | Uniform Combined State Law Examination | 2003-02-18 |
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