Kathleen Carmen Kovar

Current Employers

Employment History

• 03/1992 → Present
  Sweeney Kovar, Llp
  Danville, CA
• 06/2003 → 10/2019
  1St Global Capital Corp.
  Danville, CA
• 12/2003 → 10/2019
  1St Global Advisors, Inc.
  Danville, CA
• 05/2007 → 09/2025
  Avantax Insurance Services, Inc.
  Danville, CA
• 10/2019 → 09/2025
  Avantax Advisory Services
  Danville, CA
• 10/2019 → 09/2025
  Avantax Investment Services, Inc.
  Danville, CA
• 11/2024 → Present
  Avantax Planning Partners, Inc.
  Danville, CA
• 11/2024 → Present
  Avantax Solutions, Llc
  Danville, CA
• 01/2020 → 09/2025
  Avantax Insurance Agency And/Or Avantax Insurance Services
  Danville, CA
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Danville, CA
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2019-10-25 → 2025-09-05
  Avantax Advisory Services
  Danville, CA
  Dallas, TX
  Napa, CA
• 2003-12-17 → 2019-10-25
  1St Global Advisors Inc
  Danville, CA

Other Businesses

1) SWEENEY KOVAR FINANCIAL ADVISORS, INC. POSITION: ADVISOR NATURE: FINANCIAL SERVICES INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 2 START DATE: 09/01/2003 ADDRESS: Danville CA, United States DESCRIPTION: Provide financial services to clients 2) KOVAR FAMILY VINEYARD POSITION: Owner NATURE: Small vineyard located at my residence. Wine is produced for family and friends. Occasional sale of excess grapes. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2022 ADDRESS: 4283 E Third Ave, Suite 100, Napa CA 94558, United States DESCRIPTION: Hobby vineyard and wine making 3) AVANTAX SOLUTIONS, LLC POSITION: CPA NATURE: Tax preparation INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 110 START DATE: 11/16/2024 ADDRESS: 3800 Blackhawk Road, Suite 100, Danville CA 94506, United States DESCRIPTION: Provide tax advise and tax preparation services 4) SWEENEY KOVAR, LLP; CPA; NIR; 03/01/1992; 5) Advantax Insurance AgencySM and Advantax Insurance ServicesSM; financial advisor/agent; offer insurance products; NIR; 1; 01/01/2020; 3800 Blackhawk Road, Suite 100 Danville CA 94506; self explanatory 6) AVANTAX INSURANCE AGENCY AND/OR AVANTAX INSURANCE SERVICES POSITION: financial advisor/agent NATURE: offer insurance products INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2020 ADDRESS: 3800 Blackhawk Road, Suite 100, Danville CA 94506, United States DESCRIPTION: Offer and sale of insurance products through Avantax Insurance Entities that are approved through Avantax featured partners

Exams

• S66 Uniform Combined State Law Examination
  2003-09-24

Designations

Other Names

• Kathleen Carmen Lopez
• K.C. Bennett
• Kathleen Carmen Kovar
• Kathleen Carmen Bennett
• K.C. Kovar
• Kc Kovar
• Kc Bennett