Ahmad Bashir Husami

Current Employers

Employment History

• 08/1986 → Present
  Husami & Associates
  Fullerton, CA
• 11/1996 → 10/2019
  1St Global Capital Corp.
  Fullerton, CA
• 12/1996 → 10/2019
  1St Global Advisors, Inc
  Fullerton, CA
• 12/2002 → Present
  Ahmad Husami
  Fullerton, CA
• 06/2004 → 09/2025
  Avantax Insurance Services, Inc.
  Fullerton, CA
• 10/2019 → 09/2025
  Avantax Advisory Services
  Irving, TX
• 10/2019 → 09/2025
  Avantax Investment Services, Inc.
  Fullerton, CA
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Fullerton, CA
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2019-10-25 → 2025-09-05
  Avantax Advisory Services
  Irving, TX
  Fullerton, CA
  Newport Beach, CA
  Dallas, TX
• 1996-12-04 → 2019-10-25
  1St Global Advisors Inc
  Santa Fe Springs, CA
  Fullerton, CA

Other Businesses

1) DISABILITY INSURANCE SALES POSITION: null NATURE: Guardian INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2007 ADDRESS: CA , United States DESCRIPTION: Insurance sales 2) AHMAD HUSAMI TRUSTEE & BENEFICIARY OF THE SUN SHINE TRUST POSITION: TRUSTEE AND LIFE BENEFICIARY NATURE: TRUST INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 05/07/2006 ADDRESS: Long Beach CA 90808, United States DESCRIPTION: Duties as stated under terms of trust. 3) AHMAD HUSAMI POSITION: RIA NATURE: Investment adviser representative INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 12/2002 DESCRIPTION: Registered Investment Adviser 4) HUSAMI & ASSOCIATES POSITION: FINANCIAL PLANNER AND LIFE AGENT NATURE: BOOKKEEPING, TAX AND CONSULTING SERVICES INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 08/01/1996 DESCRIPTION: Financial planning and life agent 5) OFFICE BUILDING IN FULLERTON POSITION: Owner through living trust NATURE: A 6000 foot stand-alone office building at 1400 Brea Fullerton CA, used to house tax and financial business DBA Husami & Associates. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 02/02/2015 Address: DESCRIPTION: Owner as co-trustee of the living trust that ownes the building. 6) RENTAL PROPERTY POSITION: Owner NATURE: Rental Real Estate, Single Family Residence 1311 Alabama Street Huntington Beach CA 92648 INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/08/2014 Address: DESCRIPTION: Landlord. My wife manages property that is leased. collect rent, respond to tenant repair requests, makemake mortgage and property tax payments. 7) SFR AT 9021 HYDE PARK DR. HUNTINGTON BEACH CA 92646 POSITION: Owner/Landlord NATURE: Buying an SFR at 9021 Hyde Park Dr. Huntington Beach CA 92646 as rental property. It is the replacement property from the sale of an SFR that we owned at 4700 Deeboyar Lakewood CA which we sold in a 1031 Tax Deferred Exchange. INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 06/09/2023 ADDRESS: 1400 Brea Blvd, Fullerton CA 92835, United States DESCRIPTION: My wife will manage the rental property: Advertising for rent, collection of rent, making mortgage payments, property tax, insurance, etc. 8) LOAN TO A A LIFETIME FRIEND POSITION: Friend and financial advisor NATURE: Give a short-term loan to a lifetime friend's daughter, who is not a client, so she can purchase a home and close prior to selling her existing home. This will facilitate her purchase of a home close to her parents (my friend and his wife). This loan will allow the daughter to purchase the desired replacement home before she sells her current home. She will pay me back as soon as she sells her current home. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 03/27/2025 ADDRESS: 1400 Brea Blvd, Fullerton CA 92835, United States DESCRIPTION: Provide a loan that will carry interest equivalent to my current short-term treasury investments. Loan will be less than one year, and probably less than 6 months. The annual rate will be around 4.25%, and the maximum amount loaned will be $650,000. 9) AHMAD & RAJIA HUSAMI FAMILY TRUST; TRUSTEE; LIVING TRUST; IR; 2; 07/02/2013; Long Beach CA 90808; Duties as stated under terms of trust.

Exams

• S63 Uniform Securities Agent State Law Examination
  1993-08-18

Designations

Other Names

• Art Husami
• Arthur Husami
• Ahmad Husami