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Current Employers
Cetera Investment Advisers Llc

1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-09-05
  • CA RA
    APPROVED
    Since 2025-09-05

Branch Locations

14724 E. Whittier Blvd., Whittier, CA 90605 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
University Of Phoenix Fountain Valley CA 11/1994 Present
Choice America Financial Group Inc Whittier CA 10/1998 Present
Choice America Financial Group Inc Whittier CA 05/1989 Present
University Of Phoenix Costa Mesa CA 07/1994 Present
Majaid Taheran Whitter CA 11/2002 Present
Lions Realty, Inc Whitter CA 08/2006 Present
Avantax Investment Services, Inc. La Habra CA 07/2008 09/2025
Majid Taheran Whittier CA 02/2014 Present
Avantax Advisory Services Whitter CA 09/2023 09/2025
Avantax Insurance Agency And/Or Avantax Insurance Services Whittier CA 09/2008 09/2025
Cetera Wealth Services, Llc Whittier CA 09/2025 Present
Cetera Investment Advisers Llc Schaumburg IL 09/2025 Present
  • 11/1994 → Present
    University Of Phoenix
    Fountain Valley, CA
  • 10/1998 → Present
    Choice America Financial Group Inc
    Whittier, CA
  • 05/1989 → Present
    Choice America Financial Group Inc
    Whittier, CA
  • 07/1994 → Present
    University Of Phoenix
    Costa Mesa, CA
  • 11/2002 → Present
    Majaid Taheran
    Whitter, CA
  • 08/2006 → Present
    Lions Realty, Inc
    Whitter, CA
  • 07/2008 → 09/2025
    Avantax Investment Services, Inc.
    La Habra, CA
  • 02/2014 → Present
    Majid Taheran
    Whittier, CA
  • 09/2023 → 09/2025
    Avantax Advisory Services
    Whitter, CA
  • 09/2008 → 09/2025
    Avantax Insurance Agency And/Or Avantax Insurance Services
    Whittier, CA
  • 09/2025 → Present
    Cetera Wealth Services, Llc
    Whittier, CA
  • 09/2025 → Present
    Schaumburg, IL
Previous Registrations
  • 2023-10-05 → 2025-09-05
    Avantax Advisory Services
    Whittier, CA
    Dallas, TX
Other Businesses

1) Choice America Financial Group, Inc~'NIR'~14724 e. whittier blvd~whittier~CA~90605~Tax Preparation/Accounting~President~5/1/1989~250hrs~120hrs~DBA Mr.Tax. 2) Majid Taheran~'NIR'~14724 Whittier Blvd~Whittier~CA~90605~Independent Insurance Agent~Owner/Sole Proprietor~2/15/2014~5hrs~5hrs~Health Insurance through Covered CA. 3) Lions Realty, Inc~'NIR'~14724 e. whittier blvd~whittier~CA~90605~Real Estate/Mortgage/Title Services/Appraisal~President~8/1/2005~25hrs~25hrs~DBA Lions Realty & Lions Home loans. 4 ) Majid Taheran~'NIR'~14724 e. whittier blvd~whittier~CA~90605~Rental Property Owner/Management~Owner/Sole Proprietor~11/28/2001~25hrs~0hrs~own office building. it is rented to my own corporation. 5 ) Taheran Law Firm, PC~'NIR'~14724 Whittier Blvd.~Whittier~CA~90605~Attorney/Legal Practice~President~2/1/2014~40hrs~40hrs~provide legal services. 6 ) UNIVERSITY OF PHOENIX~'NIR'~3100 bristol st.~costa mesa~CA~92626~Other~Teacher/Professor/Trainer~12/1/1994~25hrs~0hrs~teach financial accounting and mathatics.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-09-19
S63 Uniform Securities Agent State Law Examination 1993-12-17
  • S65 Uniform Investment Adviser Law Examination
    2023-09-19
  • S63 Uniform Securities Agent State Law Examination
    1993-12-17
Other Names
  • James Taheran

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