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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2026-07-01 |
| CA | RA | APPROVED | 2026-06-26 |
Branch Locations
42 West Campbell Ave Third Floor, Campbell, CA 95008 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Johanson & Yau | Reno | NV | 01/2023 | Present |
| Thayer Green & Associates | Reno | NV | 11/2018 | 12/2022 |
| Persing Professional Group | Reno | NV | 07/2014 | 11/2018 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2026 | Present |
1. NAME OF OTHER BUSINESS: ADAM HOLLEN, CPA INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: TAX SERVICES START DATE: 01/2023 POSITION/TITLE/RELATIONSHIP: SENIOR TAX MANAGER APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: PROVIDE FINANCIAL SERVICES 2. NAME OF OTHER BUSINESS: CAUGHLIN RANCH ELEMENTARY SCHOOL PFA INVESTMENT RELATED: NO ADDRESS: 4885 VILLAGE GREEN PARKWAY, RENO NV NATURE OF BUSINESS: EDUCATION START DATE: 08/2025 POSITION/TITLE/RELATIONSHIP: MEMBER APX NUMBER OF HOURS PER WEEK: 10 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: ASSIST WITH TEACHER/SCHOOL FUND APPROVALS 3. NAME OF OTHER BUSINESS: JOHANSON & YAU INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: TAX SERVICES START DATE: 01/2023 POSITION/TITLE/RELATIONSHIP: SENIOR TAX MANAGER APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: PROVIDE WEALTH MANAGEMENT AND TAX SERVICES
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