San Hor Cheong

Current Employers

Employment History

• 10/2016 → Present
  Ideal Acccountig And Tax Services
  Lake Forest, CA
• 11/2018 → 09/2025
  Avantax Investment Services, Inc.
  Lake Forest, CA
• 02/2016 → 09/2016
  Unemployed
  Aliso Viejo, CA
• 06/2019 → 09/2025
  Avantax Advisory Services
  Lake Forest, CA
• 06/2019 → Present
  San Cheong
  Aliso Viejo, CA
• 12/2019 → 09/2025
  Avantax Insurance Agency, Llc
  Lake Forest, CA
• 12/2019 → 09/2025
  Avantax Insurance Agency And/Or Avantax Insurance Services.
  Lake Forest, CA
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Lake Forest, CA
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2019-06-06 → 2025-09-05
  Avantax Advisory Services
  Lake Forest, CA

Other Businesses

1) IDEAL ACCOUNTING AND TAX SERVICES POSITION: Practitioner NATURE: Accounting Services/Tax Preparation INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 10/01/2016; 23591 El Toro Road Ste 140, Lake Forest CA 92630, I am the sole practitioner in the business. 50% accounting activities-payroll, financial statements, bookkeeping, 50% tax services including planning 2) ADVANTAGE TAX AND WEALTH POSITION: Referring Advisor NATURE: Referring financial professional in Avantax's Strategic Partnership Program. INVESTMENT RELATED: Yes NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 30 START DATE: 07/12/2022 ADDRESS: 800 S Harbor Blvd, Suite 255, Anaheim CA 92805, United States DESCRIPTION: Refer all potential wealth management clients to Steven Monji known as Planning Financial Professional.

Exams

• S66 Uniform Combined State Law Examination
  2019-01-31

Other Names

• Sanh Cheong
• San H Chong