Best Investors Account Sign in
Current Employers
Cetera Investment Advisers Llc

1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2025-09-05
  • WA RA
    APPROVED
    Since 2025-09-05

Branch Locations

14973 Interurban Ave S Suite 101, Tukwila, WA 98168 • 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
Accounting & Tax Services Inc. Tukwila WA 09/2003 Present
Avantax Advisory Services Tukwila WA 06/2020 09/2025
Avantax Investment Services Inc Tukwila WA 06/2020 09/2025
Cetera Wealth Services, Llc Tukwila WA 09/2025 Present
Cetera Investment Advisers Llc Schaumburg IL 09/2025 Present
  • 09/2003 → Present
    Accounting & Tax Services Inc.
    Tukwila, WA
  • 06/2020 → 09/2025
    Avantax Advisory Services
    Tukwila, WA
  • 06/2020 → 09/2025
    Avantax Investment Services Inc
    Tukwila, WA
  • 09/2025 → Present
    Cetera Wealth Services, Llc
    Tukwila, WA
  • 09/2025 → Present
    Schaumburg, IL
Previous Registrations
  • 2021-09-20 → 2025-09-05
    Avantax Advisory Services
    Dallas, TX
    Federal Way, WA
    Tukwila, WA
    Maple Valley, WA
Other Businesses

1) ACCOUNTING & TAX SERVICES INC POSITION: Accountant NATURE: Accounting & Tax preparation INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 09/18/2003 ADDRESS: 23745 225th Way SE, Suite # 201, Maple Valley WA 98038, United States DESCRIPTION: Tax preparation, review of bookkeeping and providing other accounting service for clients. I prepare business and individual tax return. I review accounting preparation for bookkeeping. I provide additional time bill for larger tax projects that need accounting expertise. 2)AVANTAX INSURANCE AGENCY AND/OR AVANTAX INSURANCE SERVICES POSITION: Agent NATURE: Selling insurance? INVESTMENT RELATED: Yes NUMBER OF HOURS: 24 SECURITIES TRADING HOURS: 24 START DATE: 12/18/2023 ADDRESS: 14973 Interurban Ave S Ste 101, Seattle WA 98168, United States DESCRIPTION: Providing insurance related products to clients and matching to their best interests. 3)INTERURBAN PARTNERS LLC POSITION: partner NATURE: commercial rental real estate INVESTMENT RELATED: Yes NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 8 START DATE: 02/28/2024 ADDRESS: 14973 Interurban Ave S Ste 101, Seattle WA 98168, United States DESCRIPTION: Maintaining the building and land, receiving rent, and paying operational cost.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-09-20
  • S66 Uniform Combined State Law Examination
    2021-09-20
Other Names
  • Daniel Martiniello
  • Daniel Anthony Martiniello

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Tukwila, WA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor