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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
21800 Oxnard St Suite 660, Woodland Hills, CA 91367 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lazar And Company Certified Public Accountants | Woodland Hills | CA | 01/2020 | Present |
| Spencer Makenzies | Camarillo | CA | 05/2018 | 10/2018 |
| Adolfo Camarillo High School | Camarillo | CA | 09/2013 | 04/2018 |
| Unemployed | Camarillo | CA | 11/2018 | 12/2019 |
| Avantax Advisory Services | Woodland Hills | CA | 06/2021 | 09/2025 |
| Avantax Investment Services, Inc. | Woodland Hills | CA | 06/2021 | 09/2025 |
| Avantax Insurance Agency And/Or Avantax Insurance Services. | Woodland Hills | CA | 02/2025 | 09/2025 |
| Cetera Wealth Services, Llc | Woodland Hills | CA | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) LAZAR AND COMPANY CERTIFIED PUBLIC ACCOUNTANTS POSITION: Wealth Management Assistant NATURE: At Lazar and Company, CPAs, we guide our clients through a full range of tax planning and preparation decisions with strategies that minimize your tax liabilities, maximize your cash flow and keep you on track to your financial goals. We are offer accounting services such as bookkeeping and payroll processing, other services includes audits, reviews and compilation. INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 01/24/2020 ADDRESS: 21800 Oxnard Street, Suite 250, Woodland Hills CA 91367, United States DESCRIPTION: I do a lot of administrative work such as assisting clients with filling out applications, handling email correspondence, helping out with account opening, attending webinars, filing paperwork. Assist David Lazar with his request to contact financial institutions and obtain client forms as needed. 2)Lazar and Company Certified Public Accountants; Wealth Management Assistant; At Lazar and Company, CPAs, we guide our clients through a full range of tax planning and preparation decisions with strategies that minimize your tax liabilities, maximize your cash flow and keep you on track to your financial goals. We are offer accounting services such as bookkeeping and payroll processing, other services includes audits, reviews and compilation.; NIR; 130; 01/24/2020; 21800 Oxnard Street Woodland Hills CA 91367; I do a lot of administrative work such as assisting clients with filling out applications, handling email correspondence, helping out with account opening, attending webinars, filing paperwork. Assist David Lazar with his request to contact financial institutions and obtain client forms as needed.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-07-23 |
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