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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-02-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mv Insurance Services, Inc. | San Leandro | CA | 05/2016 | Present |
| Mcv Enterprises Llc | San Leandro | CA | 04/2010 | Present |
| Avantax Insurance Agency, Llc | San Leandro | CA | 11/2020 | Present |
| Avantax Advisory Services | San Leandro | CA | 11/2020 | 09/2025 |
| Avantax Investment Services Inc. | San Leandro | CA | 01/2024 | 09/2025 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-09-24 |
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