Mayu Nakagawa Daley

Current Employers

Employment History

• 02/2013 → 11/2023
  Transamerica Financial Advisors, Inc/ World Financial Group
  San Diego, CA
• 12/2013 → 04/2025
  H & R Block
  Torrance, CA
• 10/2023 → 09/2025
  Avantax Investment Services Inc.
  Anaheim, CA
• 10/2023 → 09/2025
  Avantax Advisory Services
  Anaheim, CA
• 10/2023 → 09/2025
  Avantax Insurance Agency, Llc
  San Diego, CA
• 10/2023 → Present
  Advantage Tax & Wealth
  Anaheim, CA
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Irvine, CA
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 01/2026 → Present
  Mayu Daley Ea
  Torrence, CA

Previous Registrations

• 2023-10-25 → 2025-09-05
  Avantax Advisory Services
  Redondo, CA
  Dallas, TX
  Irvine, CA
• 2016-07-14 → 2023-11-01
  Transamerica Financial Advisors, Llc
  San Diego, CA

Other Businesses

1) ADVANTAGE TAX & WEALTH POSITION: Investment Advisor Representative NATURE: Providing strategic financial and tax advice across a variety of financial products and services to meet the client's overall financial goals. INVESTMENT RELATED: Yes NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 130 START DATE: 10/12/2023 ADDRESS: 800 S. Harbor Blvd, Suite 255, Anaheim CA 92805, United States DESCRIPTION: Prospecting and finding business opportunities for the client's financial needs and open accounts.Monitor and review the existing client's accounts. 2) NAME OF OTHER BUSINESS: MAYU DALEY EA; INVESTMENT RELATED: NO; ADDRESS: 3820 DEL AMO BLVD STE329, TORRANCE, CA 90503; NATURE OF BUSINESS: TAX & ACCOUNTING; START DATE: 1/2026; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 20; APX NUMBER OF HOURS DURING TRADING HOURS: 4; BRIEF DESCRIPTION OF DUTIES: RESPONSIBLE AS ADMINISTRATOR AND OPERATION FOR TAX PREPARATION BUSINESS;

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-07-14
• S63 Uniform Securities Agent State Law Examination
  2009-01-02

Other Names

• Mayu Nakagawa
• Mayu Nakagawa Daley
• Mayu Daley