Steven Joel Rosenthal

Current Employers

Employment History

• 03/2016 → 10/2016
  Unemployed
  Cupertino, CA
• 10/2016 → 06/2017
  Expedia, Inc.
  Bellevue, WA
• 06/2017 → 01/2018
  Unemployed
  Kirkland, WA
• 01/2018 → 05/2018
  Intuit Inc.
  Kirkland, WA
• 04/2018 → 12/2018
  Insight Global
  Bellevue, WA
• 01/2019 → 05/2019
  Intuit Inc.
  Kirkland, WA
• 05/2019 → 09/2019
  Unemployed
  Kirkland, WA
• 09/2019 → Present
  Intuit Inc.
  Kirkland, WA
• 11/2019 → Present
  Cetera Advisor Networks
  El Segundo, CA
• 03/2020 → Present
  Fulcrum Wealth Advisors, Llc
  Bellevue, WA
• 01/2021 → Present
  Taxteam, Llc
  Alamo, CA

Previous Registrations

• 2020-01-17 → 2021-12-02
  Cetera Wealth Services, Llc
  Bellevue, WA

Other Businesses

(1) NAME OF OTHER BUSINESS: FULCRUM WEALTH ADVISORS LLC ; INVESTMENT RELATED: YES ; ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: ADVISORY BUSINESS ; POSITION/TITLE/RELATIONSHIP: ADVISORY REPRESENTATIVE ; START DATE: 10/2019 ; APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: FINANCIAL PLANNING. ASSET MANAGEMENT ; (2) NAME OF OTHER BUSINESS: STEVEN ROSENTHAL, CPA INVESTMENT RELATED: NO ; ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: ACCOUNTING ; START DATE: 09/2019 ; POSITION/TITLE/RELATIONSHIP: OWNER / CPA ; APX NUMBER OF HOURS PER WEEK: 10 ; APX NUMBER OF HOURS DURING TRADING HOURS: 10 ; BRIEF DESCRIPTION OF DUTIES: TAX PLANNING AND TAX PREPARATION SERVICES ; (3) NAME OF OTHER BUSINESS: INTUIT INC. INVESTMENT RELATED: NO ADDRESS: 13366 NE 134TH PLACE KIRKLAND, WA NATURE OF BUSINESS: TAX PREPARATION START DATE: 09/2019 POSITION/TITLE/RELATIONSHIP: SENIOR TAX EXPERT APX NUMBER OF HOURS PER WEEK: 25 APX NUMBER OF HOURS DURING TRADING HOURS: 25 BRIEF DESCRIPTION OF DUTIES: ADVISE TAX CLIENTS ONLINE REGARDING TAX RETURNS AND PROVIDE ASSISTANCE (4) NAME OF OTHER BUSINESS: TAXTEAM, LLC; INVESTMENT RELATED: NO; ADDRESS: 188 ALAMO SQUARE ALAMO CA 94507; NATURE OF BUSINESS: ACCOUNTING; START DATE: 1/2021; POSITION/TITLE/RELATIONSHIP: CERTIFIED PUBLIC ACCOUNTANT; APX NUMBER OF HOURS PER WEEK: 10; APX NUMBER OF HOURS DURING TRADING HOURS: 10; BRIEF DESCRIPTION OF DUTIES: TAX PLANNING, TAX CONSULTING AND TAX PREPARATION SERVICES;

Exams

• S66 Uniform Combined State Law Examination
  2019-12-23