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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
NV RA APPROVED 2025-09-05
  • NV RA
    APPROVED
    Since 2025-09-05

Branch Locations

Carson City, NV • United States

9222 Prototype Dr Suite 100, Reno, NV 89521 • 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
Cartlidge, Cartlidge & Co Llc, Cpa'S Reno NV 07/1998 01/2025
Avantax Investment Services, Inc. Reno NV 12/1999 09/2025
Avantax Advisory Services Reno NV 03/2000 09/2025
Cartlidge, Belnap & Helmers, Llc Reno NV 01/2021 Present
Cetera Wealth Services, Llc Reno NV 09/2025 Present
Cetera Investment Advisers Llc Schaumburg IL 09/2025 Present
  • 07/1998 → 01/2025
    Cartlidge, Cartlidge & Co Llc, Cpa'S
    Reno, NV
  • 12/1999 → 09/2025
    Avantax Investment Services, Inc.
    Reno, NV
  • 03/2000 → 09/2025
    Avantax Advisory Services
    Reno, NV
  • 01/2021 → Present
    Cartlidge, Belnap & Helmers, Llc
    Reno, NV
  • 09/2025 → Present
    Cetera Wealth Services, Llc
    Reno, NV
  • 09/2025 → Present
    Schaumburg, IL
Previous Registrations
  • 2000-03-23 → 2025-09-05
    Avantax Advisory Services
    Reno, NV
    Dallas, TX
    Reno, NV
    Carson City, NV
Other Businesses

1) Tyrone Building Association 5865 Tyrone Rd Reno NV 89502 Real Estate Department Manager~6/1/1998~1hrs~0hrs~very little, one annual meeting.|Cartlidge Properties, LLC~'NIR'~5865 Tyrone Rd. #101~Reno~NV~89509~Rental Property Owner/Management~Partner/General Partner~8/1/2007~1hrs~1hrs~pay 3-4 bills monthly| 2) CARTLIDGE, BELNAP & HELMERS, LLC POSITION: Managing Member NATURE: new Entity for my CPA firm, merging with Belnap & Helmers & buying out Danny Strong CPA practice too. INVESTMENT RELATED: No NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 40 START DATE: 01/01/2021 ADDRESS: 5865 Tyrone Rd., Suite 101, Reno NV 89502, DESCRIPTION: Normal CPA firm, focused on tax & financial statements. 3) CARTLIDGE PROPERTIES, LLC POSITION: Partner/General Partner NATURE: Rental Property Owner/Management INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 08/01/2007 ADDRESS: 9222 Prototype Rd. #101, suite 200, Reno NV 89521, United States DESCRIPTION: pay 3-4 bills monthly

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 1999-12-22
  • S66 Uniform Combined State Law Examination
    1999-12-22

View on SEC IAPD

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