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

Branch Locations

1400 Brea Blvd., Fullerton, CA 92835 • 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
Ameriprise Financial Services, Llc Los Angeles CA 04/2013 12/2023
Husami & Associates, Inc. Fullerton CA 01/2024 Present
Erika Puzik & Associates Los Angeles CA 04/2013 12/2023
Avantax Investment Services Inc. Fullerton CA 01/2024 03/2024
Avantax Advisory Services Fullerton CA 01/2024 03/2024
Avantax Investment Services Inc. Fullerton CA 03/2025 09/2025
Avantax Advisory Services Fullerton CA 03/2025 09/2025
Husami & Associates, Inc. Fullerton CA 01/2024 Present
Cetera Wealth Services, Llc Fullerton CA 09/2025 Present
Cetera Investment Advisers Llc Schaumburg IL 09/2025 Present
  • 04/2013 → 12/2023
    Ameriprise Financial Services, Llc
    Los Angeles, CA
  • 01/2024 → Present
    Husami & Associates, Inc.
    Fullerton, CA
  • 04/2013 → 12/2023
    Erika Puzik & Associates
    Los Angeles, CA
  • 01/2024 → 03/2024
    Avantax Investment Services Inc.
    Fullerton, CA
  • 01/2024 → 03/2024
    Avantax Advisory Services
    Fullerton, CA
  • 03/2025 → 09/2025
    Avantax Investment Services Inc.
    Fullerton, CA
  • 03/2025 → 09/2025
    Avantax Advisory Services
    Fullerton, CA
  • 01/2024 → Present
    Husami & Associates, Inc.
    Fullerton, CA
  • 09/2025 → Present
    Cetera Wealth Services, Llc
    Fullerton, CA
  • 09/2025 → Present
    Schaumburg, IL
Previous Registrations
  • 2025-04-25 → 2025-09-05
    Avantax Advisory Services
    Dallas, TX
    Fullerton, CA
Other Businesses

1) "Husami & Associates, Inc.; Wealth Management Associate; Husami and Associates provides accounting, tax and financial services to family owned and privately held businesses. Services include investment and retirement planning.; Yes; 160; 130; 01/16/2024; 1400 Brea Blvd Fullerton CA 92835; Handling client money movement request New account opening Responding to client emails and calls Meeting prep- reports Service401k accounts 2) HUSAMI & ASSOCIATES, INC. POSITION: Wealth Management Associate NATURE: Husami and Associates provides accounting, tax and financial services to family owned and privately held businesses. Services include investment and retirement planning. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 01/16/2024 ADDRESS: 1400 Brea Blvd, Fullerton CA 92835, United States DESCRIPTION: Handling client money movement request New account opening Responding to client emails and calls Meeting prep- reports Service401k accounts

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-04-25
  • S66 Uniform Combined State Law Examination
    2025-04-25
Other Names
  • Aida Arreguin
  • Aida C Arreguin

View on SEC IAPD

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