Clifford Roland Thomas

Current Employers

Employment History

• 06/2002 → 09/2025
  Avantax Investment Services, Inc.
  Snoqualmie, WA
• 04/2004 → 09/2025
  Avantax Advisory Services
  Snoqualmie, WA
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Snoqualmie, WA
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2004-04-21 → 2025-09-05
  Avantax Advisory Services
  Sammamish, WA
• 1998-12-16 → 2002-06-03
  Cibc World Markets Corp.
  Seattle, WA

Other Businesses

1) Clifford R. Thomas & Assoc Inc P.S.~35400 SE Center St~Snoqualmie~WA~98065~Tax Preparation/Accounting~President~8/1/2005~100hrs~40hrs~Management of company operations and facilitation of professional services related to accounting and tax. 2) CRT FINANCIAL SERVICES POSITION: Owner/Sole Proprietor NATURE: Marketing/Sales Manager INVESTMENT RELATED: Yes NUMBER OF HOURS: 130 SECURITIES TRADING HOURS: 130 START DATE: 06/01/2002 ADDRESS: 35400 SE Center St., Snoqualmie WA 98065, United States DESCRIPTION: Operational and/or Marketing Name for Avantax Services

Exams

• S66 Uniform Combined State Law Examination
  1998-12-09