Bin Zhai

Current Employers

Employment History

• 07/1996 → Present
  Bin Zhai, Cpa
  San Jose, CA
• 11/2003 → 09/2025
  Avantax Investment Services, Inc.
  San Jose, CA
• 11/2005 → 09/2025
  Avantax Advisory Services
  San Jose, CA
• 09/2025 → Present
  Cetera Wealth Services, Llc
  San Jose, CA
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2005-11-01 → 2025-09-05
  Avantax Advisory Services
  San Jose, CA

Other Businesses

1) Zhai Insurance Services~2051 Junction Ave, Suite 200~San Jose~CA~95131~Insurance Agent~Owner/Sole Proprietor~12/9/2014~2hrs~0hrs~Insurance agent services. 2)ZHAI RENTAL LLC POSITION: Operating Manager NATURE: Personal family rental property holding LLC company INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 05/28/2014 ADDRESS: 2051 Junction Ave, #200, San Jose CA 95131, United States DESCRIPTION: I serve as the operating manager and member of this LLC 3)ZHAI PROPERTY LLC POSITION: Operating Manager NATURE: Our Public Accounting firm's Office Rental property management via this LLC company INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 3 START DATE: 12/17/2012 ADDRESS: 2051 Junction Ave, #200, San Jose CA 95131, United States DESCRIPTION: I serve as the operating manager and member of the LLC 4)ZHAI WEALTH MANAGEMENT POSITION: Owner NATURE: DBA Name for investment services INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 12/09/2014 ADDRESS: 2051 Junction Ave, #200, San Jose CA 95131, United States DESCRIPTION: I am the sole owner to this business

Exams

• S63 Uniform Securities Agent State Law Examination
  2003-05-24

Designations

Other Names

• Bin Zhai
• Bin Zhai