Albert Davidoo

Current Employers

Employment History

• 07/1983 → Present
  Albert Davidoo, Stevens, Davidoo & Nenney And Co
  Encino, CA
• 01/2011 → 12/2016
  Albert Davidoo And Isavi, A Certified Public Accountant
  Encino, CA
• 08/2004 → 06/2017
  Broadpan Properties Llc
  Tucson, AZ
• 06/2017 → 03/2020
  David W Winsor Apartment Trust
  Los Angeles, CA
• 01/2017 → Present
  Albert Davidoo And Company , A Certified Public Ac
  Encino, CA
• 07/2000 → 09/2025
  Avantax Investment Services, Inc.
  Woddland Hills, CA
• 06/2002 → 09/2025
  Avantax Insurance Agency, Llc
  Woddland Hills, CA
• 02/2002 → 09/2025
  Avantax Advisory Services
  Woddland Hills, CA
• 10/2021 → 09/2025
  Avantax Insurance Agency And/Or Avantax Insurance Services
  Woddland Hills, CA
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Woodland Hills, CA
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2002-02-13 → 2025-09-05
  Avantax Advisory Services
  Encino, CA
  Woodland Hills, CA
  Dallas, TX

Other Businesses

1) Fiduciary Appointment-Trustee~'NIR'~16055 Ventura Blvd, Ste 1225~Encino~CA~91436~7/1/1984~2hrs~1hrs~Deposits, payments, and monthly distribution checks to the beneficiary. Filing federal and state income tax returns 2) Encino Investments, LLC~'NIR'~6560 N. THORNYDALE RD~TUCSON~AZ~85741~Rental Property Owner/Management, Owner/Sole Proprietor~4/5/2005~2hrs~0hrs~I own 100% this rental commercial property located in Tucson Arizona. I collect rent and pay the expenses 3) ALTONY INVESTMENTS, LLC POSITION: Partner/General Partner NATURE: Rental Property Owner/Management INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2008; 16055 Ventura Blvd., #1225, Encino CA 91436, My office collect rent check and pay the expenses. We provide bookkeeping, tax services. 4) ASSYRIAN MEDICAL SOCIETY OR HELP TO HEAL POSITION: Chairman/Co-Founder NATURE: Charitable Organization under IRS Code Section 501(C)(3). INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2008; 16055 Ventura Blvd. #1225, Encino CA 91436, As the chairman/co-founder of this 501(c)(3) charitable organization, I help people receive medical care that is not available to them due to war, famine, poverty and distance by coordinating the volunteer activities involved. 5) ROMAN PROPERTIES, LLC POSITION: Owner NATURE: Rental Property INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 12/31/2017 16055 Ventura Blvd, #1225, Encino CA 91436, Rental building. 6) ALBERT DAVIDOO AND COMPANY , A CERTIFIED PUBLIC AC POSITION: President NATURE: Tax Preparation/Accounting INVESTMENT RELATED: No NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 60 START DATE: 01/01/2017 16055 Ventura Blvd., Encino CA 91436, CPA-Consulting/Accounting/Tax Preparation/Auditing/Bookkeeping 7) S. TRUST DATED JUNE 12, 2018 POSITION: Trustee NATURE: Fiduciary Appointment INVESTMENT RELATED: No NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 10 START DATE: 12/13/2024 ADDRESS: 21800 Oxnard Street, Suite 200, Woodland Hills CA 91367, United States DESCRIPTION: Deposits, payments, and monthly distribution checks to the beneficiaries. Preparation of financial statement and Trust accounting. Filing federal and state income tax returns. 8) NAME OF OTHER BUSINESS: 24735 AVENUE ROCKEFELLER; INVESTMENT RELATED: NO; ADDRESS: 24735 AVENUE ROCKEFELLER SANTA CLARITA, CA 91355; NATURE OF BUSINESS: BOARD; START DATE: 10/2025; POSITION/TITLE/RELATIONSHIP: SECRETARY AND CFO; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: ATTEND BOARD OF DIRECTORS MEETING ONCE A MONTH;

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-09-19
• S63 Uniform Securities Agent State Law Examination
  2000-06-08

Other Names

• Daniel Davidoo