Paul Alexander Gregerson

Current Employers

Employment History

• 01/1992 → Present
  Gregerson Tax Service
  Fullerton, CA
• 03/2011 → 09/2025
  Avantax Advisory Services
  Fullerton, CA
• 03/2011 → 09/2025
  Avantax Investment Services, Inc.
  Fullerton, CA
• 03/2011 → 09/2025
  Avantax Insurance Agency Llc
  Fullerton, CA
• 08/2014 → Present
  Blue Cross/Blue Shield
  Fullerton, CA
• 07/2015 → Present
  Kaiser
  Fullerton, CA
• 09/2025 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2011-03-10 → 2025-09-05
  Avantax Advisory Services
  Fullerton, CA
• 1998-09-23 → 2011-02-18
  Waddell & Reed
  Fullerton, CA
  Brea, CA
  Brea, CA

Other Businesses

1) BLUE CROSS/BLUE SHIELD 2217 E CHAPMAN~FULLERTON~CA~92831~Independent Insurance Agent~Insurance Sales Agent~8/1/2014~1hrs~0hrs~HEALTH INS SALES 2) Gregerson Tax Service 2217 E. Chapman Ave.~Fullerton~CA~92831~Tax Preparation/Accounting~Owner/Sole Proprietor~1/1/1992~200hrs~130hrs~provide tax preparation services 3) KAISER 2217 E CHAPMAN~FULLERTON~CA~92831~Insurance Agent~Insurance Sales Agent~7/28/2015~1hrs~1hrs~HEALTH INS SALE 4) RENTAL 12861 HAZEL AVE~GARDEN GROVE~CA~92841~Rental Property Owner/Management~Owner/Sole Proprietor~1/1/1998~0hrs~0hrs~SINGLE FAMILY RENTAL I OWN & RENT TO INDIVIDUAL 5) TRUST; POSITION: trustee NATURE: parents died I am trustee of their trust INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 05/05/2022; ADDRESS: 2217 E. Chapman Ave., Fullerton CA 92831: distribute trust and estate assets 6) GREGERSON FAMILY TRUST; POSITION: trustee NATURE: parents diedi am trustee of their trust INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 05/05/2022; ADDRESS: 2217 E. Chapman Ave., Fullerton CA 92831: distribute trust and estate assets

Exams

• S66 Uniform Combined State Law Examination
  1998-09-03