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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 | 2026-03-06 |
Branch Locations
1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Delong & Associates, Inc | San Mateo | CA | 06/2013 | Present |
| Avantax Investment Services Inc | San Mateo | CA | 05/2025 | Present |
| Avantax Advisory Services | San Mateo | CA | 05/2025 | Present |
| Delong & Associates, Inc. D/B/A Padgett Advisors | San Mateo | CA | 04/2013 | Present |
| Cetera Wealth Services, Llc | El Segundo | CA | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) DELONG & ASSOCIATES, INC. D/B/A PADGETT ADVISORS POSITION: Chief Executive Officer NATURE: d/b/a Padgett - Provide tax compliance and strategy for businesses and individuals. We may provide accounting and payroll services as appropriate for entities we work with. INVESTMENT RELATED: No NUMBER OF HOURS: 175 SECURITIES TRADING HOURS: 130 START DATE: 04/04/2013 ADDRESS: 1700 South El Camino Real, Suite 388, San Mateo CA 94402, United States DESCRIPTION: Client relationship Manage staff Review and approved client work Prepare tax returns Prepare tax plans 2) DELONG VENTURES CORP POSITION: Chief Executive Officer NATURE: This entity was created to be used for small business activities, such as vending machines and laundromats. It was never used. There has never been any activity in this entity. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 09/23/2021 ADDRESS: 230 Amherst Ave, San Mateo CA 94402, United States DESCRIPTION: There are no current responsibilities as there is no activities with the entity.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-03-06 |
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