Kevin Eric Mcgregor

Current Employers

Employment History

• 11/1989 → Present
  Kevin Mcgregor-Income Tax: Accounting Se
  Concord, CA
• 08/1994 → 09/2025
  Avantax Invesment Services, Inc.
  Walnut Creek, CA
• 11/2022 → 09/2025
  Avantax Insurance Agency And/Or Avantax Insurance Services
  Walnut Creek, CA
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Concord, CA
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2002-08-16 → 2025-09-05
  Avantax Advisory Services
  Concord, CA

Other Businesses

1) Insurance Agent~5180 Greenmeadow Dr.~Concord~CA~94521~Independent Insurance Agent~Insurance Sales Agent~12/1/1999~3hrs~3hrs~Sales of Health Insurance (Kaiser Foundation Health Plan), Life Insurance and Fixed Annuities 2) KM Tax & Financial~2950 Buskirk Avenue, Suite 300~Walnut Creek~CA~94597~Tax Preparation/Accounting~Owner/Sole Proprietor~8/22/2011~120hrs~90hrs~Tax PreparationAccounting & Bookkeeping 3) Tax & Financial Services~5180 Greenmeadow Dr.~Concord~CA~94521~Tax Preparation/Accounting~Owner/Sole Proprietor~1/1/1990~100hrs~80hrs~Tax preparation & planningBookkeeping 4) Fiduciary Appointment-Trustee~2361 Oliveras Ave.~Altadena~CA~91001~12/15/2018~8hrs~0hrs~I will be managing her finances and making, making sure her long-term care insurance claims are filed, paying her bills and selling her assets as needed. 5) Fiduciary Appointment-Power of Attorney~2361 Oliveras Avenue~Altadena~CA~91001~1/1/2019~8hrs~4hrs~I am to pay her bills, manages her finances and assets and make financial and business decisions on her behalf

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-09-11
• S63 Uniform Securities Agent State Law Examination
  1994-11-04