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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-09-05 |
Branch Locations
14973 Interurban Ave S Suite 101, Tukwila, WA 98168 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-09-20 |
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