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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 |
| TX | RA | APPROVED_RES | 2025-09-05 |
Branch Locations
27200 Tourney Road Suite 250, Valencia, CA 91335 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stern, Kory, Sreden & Morgan, Aac | Stevenson Ranch | CA | 08/2016 | 01/2020 |
| Saber Cpas Inc. | Valencia | CA | 01/2020 | Present |
| Avantax Investment Services, Inc | Valencia | CA | 07/2020 | 09/2025 |
| Avantax Advisory Services | Valencia | CA | 07/2020 | 09/2025 |
| David J. Fender & Associates Inc | Valencia | CA | 07/2020 | Present |
| Avantax Insurance Agency And/Or Avantax Insurance Services. | Valencia | CA | 02/2022 | 09/2025 |
| Cetera Wealth Services, Llc | Valencia | CA | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) SABER CPAS POSITION: CEO NATURE: Prepare tax returns, compilations, and business planning for tax purposes. This business will also be used in conjunction with the investments performed through Avantax. INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 130 START DATE: 01/01/2020 ADDRESS: 27200 Tourney Road, Suite 250, Valencia CA 91355, United States DESCRIPTION: I am the owner. I manage the practice, prepare tax returns, compilations, tax planning, and financial consulting.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-06-24 |
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