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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2025-09-05 |
Branch Locations
260 Country Club Rd. Ste 100, Eugene, OR 97401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 1St Global Capital Corp | Eugene | OR | 07/2005 | 10/2019 |
| Jones & Roth | Eugnee | OR | 02/1999 | Present |
| 1St Global Advisors, Inc. | Eugene | OR | 03/2007 | 10/2019 |
| Avantax Insurance Services, Inc. | Eugene | OR | 08/2007 | 09/2025 |
| Avantax Advisory Services | Eugene | OR | 10/2019 | 09/2025 |
| Avantax Investment Services, Inc. | Eugene | OR | 10/2019 | 09/2025 |
| Cetera Wealth Services, Llc | Eugene | OR | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) JONES & ROTH FINANCIAL ADVISORS, LLC (FORMALLY JONES & ROTH WEALTH MANAGEMENT, LLC); POSITION: MEMBER NATURE: FINANCIAL SERVICES INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/01/2007 ADDRESS: Eugene OR 97401, United States DESCRIPTION: Offers financial services 2) OREGON DENTAL CPAS POSITION: CPA NATURE: CPA AND CONSULTING SERVICES INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 03/20/2014 ADDRESS: Eugene OK 97401, United States DESCRIPTION: CPA and consulting services
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-03-20 |
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