Tiffani Leah Therrien

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2015 → 10/2019
  1St Global Capital Corp.
  Sun City West, AZ
• 03/2015 → 10/2019
  1St Global Advisors, Inc.
  Sun City West, AZ
• 03/2015 → 09/2025
  Avantax Insurance Services, Inc.
  Phoenix, AZ
• 06/2015 → Present
  Pittman Wealth Management, Llc
  Phoenix, AZ
• 10/2019 → 09/2025
  Avantax Advisory Services
  Phoenix, AZ
• 10/2019 → 09/2025
  Avantax Investment Services, Inc.
  Phoenix, AZ
• 02/2014 → 09/2025
  Avantax Insurance Agency And/Or Avantax Insurance Services
  Phoenix, AZ
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Phoenix, AZ
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2019-10-25 → 2025-09-05
  Avantax Advisory Services
  Phoenix, AZ
• 2015-04-07 → 2019-10-25
  1St Global Advisors Inc
  Phoenix, AZ
  Sun City West, AZ
  Phoenix, AZ
• 2015-01-13 → 2015-02-25
  Usaa Financial Planning Services
  Phoenix, AZ
• 2014-09-16 → 2014-12-16
  1St Global Advisors Inc
  Phoenix, AZ

Other Businesses

1) INTENTIONAL WEALTH SOLUTIONS LLC POSITION: Financial Advisor NATURE: Work with advisors and clients regarding solutions and service INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 07/01/2019 ADDRESS: 2040 W Whispering Wind Drive, STE 149, Phoenix AZ 85085, United States DESCRIPTION: Financial Advisor 2)Pittman Davey Wealth Management Group, LLC; Member; Name change to existing entity, Pittman Wealth Management LLC; NIR; 160; 01/01/2017; Ste 104 Phoenix AZ 85020; Financial Advisor 3)Pittman Davey Wealth Management Group, LLC (1); Member; work with advisors and clients regarding solutions and service; IR; 8; 01/01/2017; 7250 N. 16th Street, Suite 104 Phoenix AZ 85020; Financial Advisor

Exams

• S66 Uniform Combined State Law Examination
  2014-07-21

Other Names

• Tiffani Leah Davey
• Tiffani Leah Therrien