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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 | 2025-09-05 |
Branch Locations
640 N Tustin Ave Suite 104, Santa Ana, CA 92705 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Alvarez Tax Service Llc Dba Ats Consulting | Santa Ana | CA | 12/2012 | 10/2023 |
| Jac Property Maintenance Services Inc | La Mirada | CA | 04/2010 | Present |
| Transamerica Financial Advisors, Inc | Glendora | CA | 11/2021 | 07/2023 |
| Ats Payroll Solutions Llc | Santa Ana | CA | 06/2021 | 10/2023 |
| Ante Investments Llc | Santa Ana | CA | 12/2012 | 10/2023 |
| Chewy Investments Llc | Tustin | CA | 10/2018 | 10/2023 |
| Cachorro Investments Llc | Tustin | CA | 10/2018 | 10/2023 |
| A & M Investments Llc | Tustin | CA | 10/2018 | 10/2023 |
| Avantax Advisory Services | Santa Ana | CA | 07/2023 | 09/2025 |
| Avantax Insurance Agency, Llc | Santa Ana | CA | 07/2023 | 10/2023 |
| Avantax Investment Services Inc. | Santa Ana | CA | 07/2023 | 09/2025 |
| Alvarez-Soto Ats Insurance Service Inc | Santa Ana | CA | 08/2022 | Present |
| Ante Investments Llc | Santa Ana | CA | 12/2012 | Present |
| Alvarez Tax Service Llc Dba Ats Consulting | Santa Ana | CA | 12/2012 | Present |
| Chewy Investments Llc | Tustin | CA | 10/2018 | Present |
| A & M Investments Llc | Tustin | CA | 10/2018 | Present |
| Cachorro Investments Llc | Tustin | CA | 10/2018 | Present |
| Ats Payroll Solutions Llc | Santa Ana | CA | 06/2021 | Present |
| Alvarez-Soto Ats Insurance Service Inc | Santa Ana | CA | 08/2022 | Present |
| Avantax Insurance Agency And/Or Avantax Insurance Services | Santa Ana | CA | 04/2010 | 09/2025 |
| Cetera Wealth Services, Llc | Santa Ana | CA | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1)ATS PAYROLL SOLUTIONS LLC; CEO; Provides full-service payroll services to ATS consulting clients, Processing employee hours, preparation of payroll checks or directly depositing funds to employees, and reporting. INV REL; HRS 2; HRS 2;06/21/2021; 640 N Tustin Ave, Suite 104, Santa Ana CA 92705, US; Review payroll completion, reports, onboarding of new clients, discuss challenges. 2) CHEWY INVESTMENTS LLC; Manager; Rental Property Holding Company; Inv Rel; HRS 1; HRS 1; 10/09/2018; 17541 Norwood Park Place, Tustin CA 92780, United States; Overseeing monthly operations such as: Review monthly financials, bank accounts daily, rental contracts, maintenance work request, monthly bills. 3)A & M INVESTMENTS LLC; Manager; Rental Property Holding Company; Inv Rel; HRS; 1; HRS 1; 09/2018; 17541 NORWOOD PARK PLACE, TUSTIN CA 92780, United States; Overseeing monthly operations such as: Review monthly financials, bank accounts daily, rental contracts, maintenance work request, monthly bills. 4)JAC PROPERTY MAINTENANCE SERVICES INC; Vice-President; General building contractor- To build or remodel residential and commercial building projects. Inv Rel; No; HRS 1 HRS 1; 04/01/2010; 15239 Alondra Blvd, La Mirada CA 90638, United States; Meet on a quarterly basis to discuss ongoing operations, review quarterly financials, discuss any new bids or projects, remit any quarterly monies owed, review and approve any city licensing requests, be available for any on site job review. 5)ANTE INVESTMENTS LLC; Manager; I own 50% of this entity which owns both Chewy Investments LLC AND Cachorro Investments LLC; Inv Rel; No; HRS 1 HRS 1; 12/19/2012; 640 N Tustin Ave, Suite 104, Santa Ana CA 92705, United States; The sole purpose of this entity is to hold the ownership interest in Chewy Investments LLC and Cachorro Investments LLC there are no duties tied to this entity. 6)CACHORRO INVESTMENTS LLC; Manager, Real Estate Rental Properties Inv Rel; No; HRS 1 HRS 1; 1; 10/09/2018; 17541 Norwood Park Place, Tustin CA 92780, United States; Oversee monthly operations such as: Review monthly financials, Review bank accounts on daily basis, Review rental contracts, maintenance work items, payment of all monthly bills. 7)ALVAREZ-SOTO ATS INSURANCE SERVICE INC; CEO; Company offering commercial property and casualty insurance and life and health insurance; NIR; HRS 40; HRS: 40 START DATE: 08/15/2022; 640 N Tustin Ave, Suite 104, Santa Ana CA 92705, United States; Meeting with prospective clients, preparing quotes, Delivery of completed quote, Completion and final delivery of policy. 8)ALVAREZ TAX SERVICE LLC DBA ATS CONSULTING; Manager; Tax preparation, bookkeeping services, business services, payroll services and any investment services offered, INV REL; HRS 40; HRS 40; 12/19/2012; 640 N Tustin Ave, Suite 104, Santa Ana CA 92705, United States; Individual tax returns, 9)THE WORLD RELIGIONS AND CULTURES TOGETHER FOR PEACE; CEO; Charitable Non-Profit Organization, established with the goal to build largest religious and cultural center. NIR; HRS 1; HRS 1; 04/23/2012; 640 N Tustin Ave, Suite 104, Santa Ana CA 92705, United States; Maintaining in compliance of annual filing requirements, rinvolved in the planning and creation of building structures for culture center, establish and implement policy, procedures and responsibilities for other members upon commencement of building structure. 10) THE DELTA CONSTRUCTION GROUP CORPORATION POSITION: TREASURER NATURE: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/31/2024 ADDRESS: 522 E VERMONT AVE, ANAHEIM CA 92805, United States
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-08-19 |
| S63 | Uniform Securities Agent State Law Examination | 2022-02-28 |
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