Elizabeth A. Raines

Current Employers

Employment History

• 11/2021 → 09/2025
  Avantax Investment Services, Inc.
  Morro Bay, CA
• 07/2016 → 03/2020
  Taco Temple
  Morro Bay, CA
• 09/2012 → Present
  Dubost Winery
  Paso Robles, CA
• 10/2021 → Present
  George G Ross Cpa Pfs Cfp
  Morro Bay, CA
• 03/2020 → 09/2021
  Unemployed
  Morro Bay, CA
• 09/2021 → 11/2022
  Taco Temple
  Morro Bay, CA
• 10/2021 → Present
  Ross Carreiro Brown Cpas, P.C.
  Morro Bay, CA
• 09/2023 → 09/2025
  Avantax Advisory Services
  Morro Bay, CA
• 01/2022 → 09/2025
  Avantax Insurance Agency And/Or Avantax Insurance Services.
  Morro Bay, CA
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Morro Bay, CA
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2024-02-07 → 2025-09-05
  Avantax Advisory Services
  Morro Bay, CA
  Dallas, TX

Other Businesses

1) ROSS CARREIRO BROWN CPAS, P.C. POSITION: Administrative Assistant NATURE: I am George Ross's Administrative Assistant at his office at 895 Shasta Ave. Morro Bay, CA 93442. I am assisting with accounting, book-keeping and tax returns. This firm does tax preparation, accounting, tax planning, bookkeeping, IRS audit representation and QuickBooks advising. INVESTMENT RELATED: No NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 30 START DATE: 10/18/2021 ADDRESS: 895 Shasta Avenue, Morro Bay CA 93442, United States DESCRIPTION: I am assisting George Ross with his tax and accounting clients. I will be answering phones, scheduling his appointments, and filing paperwork. I will also be helping his other employees in the office with these same functions. 2)George G Ross CPA PFS CFP; Administrative Assistant; I am George Ross's Administrative Assistant at his office at 895 Shasta Ave. Morro Bay, CA 93442. I am assisting with accounting, book-keeping and tax returns. This firm does tax preparation, accounting, tax planning, bookkeeping, IRS audit representation and Quickbooks advising.; IR; 30; 10/18/2021; 895 Shasta Avenue Morro Bay CA 93442; I will be assisting George Ross with his clients. I will be answering phones, scheduling his appointments, and filing paperwork. I will also be helping his other employees in the office with these same functions. 3)Dubost Winery; Event Coordinator; Dubost Winery is my family's winery. I assist with events such as wine club parties and weddings. I have not helped with a job there pre-Covid (March 2020). When I do assist with a job, I help set up and take down an event, I help pour wine, talk with the guests and serve food. This is not a compensated position. Though, I do get tipped out by the wine club members or wedding guests. I do not have a schedule there and just help when our family needs it.; NIR; 0; 09/03/2012; 9988 Chimney Rock Rd Paso Robles CA 93446; My responsibilities vary based on the event. Generally it includes the set up and take down of an event, wine pouring, cash handling, food service and overall customer service.

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-02-07
• S63 Uniform Securities Agent State Law Examination
  2022-02-11

Other Names

• Elizabeth A. Glynn
• Elizabeth A Glynn