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Marcos Chavira

Taxdude Financial Advisor

Long Beach, CA

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Current Employers
Taxdude Financial Advisor

Long Beach, CA • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-04-30
  • CA RA
    APPROVED
    Since 2025-04-30

Branch Locations

Long Beach, CA • 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
Chavira Accounting And Financial Services Mckinleyville CA 05/2009 Present
H.D. Vest Investment Services Mckinleyville CA 05/2010 11/2017
H.D. Vest Advisory Services Long Beach CA 05/2010 11/2017
Marcos Chavira Sole-Proprietor Dba Taxdude Financial Advisor Long Beach CA 06/2019 Present
Big Ass Fortune Cookie.COm Long Beach CA 02/2015 Present
  • 05/2009 → Present
    Chavira Accounting And Financial Services
    Mckinleyville, CA
  • 05/2010 → 11/2017
    H.D. Vest Investment Services
    Mckinleyville, CA
  • 05/2010 → 11/2017
    H.D. Vest Advisory Services
    Long Beach, CA
  • 06/2019 → Present
    Marcos Chavira Sole-Proprietor Dba Taxdude Financial Advisor
    Long Beach, CA
  • 02/2015 → Present
    Big Ass Fortune Cookie.COm
    Long Beach, CA
Previous Registrations
Other Businesses

1. Big Ass Fortune Cookie.com; Not Investment-related 3343 Pine Ave Long Beach CA 90807 ; Cookie sales; Owner; 2/2015; 10hrs/0hrs; I bake fortune cookies that are 12 inches to 24 inches in size. I sell them to local co-op farmers and I use them to help promote my tax business 2. Marcos Chavira Sole-Proprietor dba Chavira Accounting and Financial; 3343 Pine Ave Long Beach, CA 90807; Tax Preparation/Accounting; Owner/Sole Proprietor; 5/1/2009; 80hrs/80hrs; Accounting Bookkeeping, Tax Preparation and Payroll Services|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-11-28
S63 Uniform Securities Agent State Law Examination 1995-11-14
  • S66 Uniform Combined State Law Examination
    2007-11-28
  • S63 Uniform Securities Agent State Law Examination
    1995-11-14
Other Names
  • Marc Chavira

View on SEC IAPD

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