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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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Self Employed | Valencia | CA | 06/1984 | Present |
| Avantax Investment Services, Inc. | Valencia | CA | 09/1994 | 09/2025 |
| Avantax Advisory Services | Valencia | CA | 08/1995 | 09/2025 |
| Avantax Insurance Services, Llc | Valencia | CA | 04/2014 | 09/2025 |
| Cetera Wealth Services, Llc | Valencia | CA | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
Leon F. Smith, CPA~'NIR'~25752 Sarape Court~Valencia~CA~91355~Tax Preparation/Accounting~Tax Preparation/Accounting~1/1/2009~100hrs~100hrs~Tax and Acoounting services|
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1995-01-03 |
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