Edward Eugene Mofrad

Current Employers

Employment History

• 04/2016 → 09/2025
  Avantax Investment Services, Inc.
  Los Angeles, CA
• 04/1996 → Present
  Mofrad Financial Solutions
  Los Angeles, CA
• 01/2018 → 09/2025
  Avantax Advisory Services
  Los Angeles, CA
• 01/2019 → 09/2025
  Avantax Insurance Agency, Llc.
  Los Angeles, CA
• 02/2025 → Present
  Intuit Inc.
  Mountain View, CA
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Monterey Park, CA
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2018-01-17 → 2025-09-05
  Avantax Advisory Services
  Los Angeles, CA
  Los Angeles, CA

Other Businesses

1) Mofrad Financial Solutions~'NIR'~3255 Wilshire Blvd, Ste 1600~Los Angeles~CA~90010~Tax Preparation/Accounting~Owner/Sole Proprietor~4/1/1996~160hrs~120hrs~Accounting, Bookkeeping, Tax Preparation and payroll| 2) INTUIT INC. POSITION: Tax Expert NATURE: A remote position so I never need to leave my office. While on shift, calls from Intuit/TurboTax customers who have questions regarding their taxes are forwarded to me so I can guide them online. Strictly a tax position, has nothing to do with securities. INVESTMENT RELATED: No NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 60 START DATE: 02/07/2025 ADDRESS: 2700 Coast Avenue, Mountain View CA 94043, United States DESCRIPTION: When Intuit/TurboTax clients call with questions, I will use my tax background/knowledge to respond to their tax-related questions. Intuit provides plenty of research resources for instances where I may not readily know an answer. The scope of the job is only to help taxpayers prepare/file their tax returns in my capacity as a CPA. No involvement with securities/financial advisement.

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-12-28
• S63 Uniform Securities Agent State Law Examination
  2016-12-12

Other Names

• Edward Mofrad