Tabetha Lynn Berge

Current Employers

Employment History

• 06/2004 → Present
  Porter, Muirhead, Cornia & Howard
  Casper, WY
• 06/2018 → 10/2019
  1St Global Capital, Corp.
  Casper, WY
• 06/2018 → 10/2019
  1St Global Advisors, Inc
  Casper, WY
• 10/2019 → 09/2025
  Avantax Investment Services, Inc.
  Casper, WY
• 10/2019 → 09/2025
  Avantax Advisory Services
  Casper, WY
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Casper, WY
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2019-10-25 → 2025-09-05
  Avantax Advisory Services
  Casper, WY
• 2019-02-25 → 2019-10-25
  1St Global Advisors Inc
  Casper, WY

Other Businesses

1) Stratford Arms- This is a homeowners association that has hired PMCH to prepare the accounts payable and accounts receivables. I am a signer on the the account to expedite the payment of the associations bills. I have no ownership in this entity. I spend about 1 hour per month on this activity. 2) PATHFINDER INVESTMENTS LLC POSITION: n/a NATURE: To provide financial services by Deanna Pickering INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 12/01/2017 ADDRESS: 123 W. 1st Street, Suite 800, Casper WY 82601, United States DESCRIPTION: Referring Advisor 3) 600 E. 1ST STREET PARTNERS, LLC POSITION: Member/Owner NATURE: This entity owns a commercial building that is currently occupied by unrelated tenants. When the tenants move out, the building will be remodeled for the purpose of a self rental to our CPA firm (Porter, Muirhead, Cornia & Howard) and Wealth Management firm (Pathfinder Investments). INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 08/03/2017 ADDRESS: 600 E. 1st Street, Casper WY 82601, United States DESCRIPTION: We purchased this building March 1 2018. there is currently unrelated tenants in the building who will move out through June and July. During that time my duties are to serve on the remodel committee to prepare the building to be occupied by our CPA firm and Wealth management business sometime in October 2018. After that duties will be to assist other owners in decision making of building upkeep, rent collection and mortgage payments. 4) WYOMING CAPITAL ACCESS POSITION: Board Member NATURE: This a lender that provides SBA 504 loans and a SBA Wyoming Lender. Wyoming Capital Access provides guidance and access to government-related loan programs, as alternative business financing options, for Wyoming lenders and Wyoming small businesses.? INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 04/01/2022 ADDRESS: 725 E 2nd Street, Suite 100, Casper WY 82601, United States DESCRIPTION: My duties on the board is to provide insight the tax return information provided by applicants seeking an SBA loan through Wyoming Capital Access and to vote to approve or deny the applicant based on their loan application and supporting documents.

Exams

• S66 Uniform Combined State Law Examination
  2019-02-25

Other Names

• Tabetha Lynn Dunn
• Tabby Lynn Berge