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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 | 2025-09-05 |
Branch Locations
12809 Philadelphia Street, Whittier, CA 90601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cano Income Tax | Whittier | CA | 05/1989 | Present |
| Avantax Investment Services, Inc. | Whittier | CA | 05/2015 | 09/2025 |
| Avantax Advisory Services | Whittier | CA | 01/2017 | 09/2025 |
| Avantax Insurance Agency, Llc. | Whittier | CA | 01/2020 | 09/2025 |
| Cetera Wealth Services, Llc | Whittier | CA | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-01-03 |
| S63 | Uniform Securities Agent State Law Examination | 2015-09-16 |
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