Victoria Makovitch

Current Employers

Employment History

• 10/2001 → Present
  Wellings Wealth Care
  Menlo Park, CA
• 06/2023 → 09/2025
  Avantax Advisory Services
  Menlo Park, CA
• 10/2001 → Present
  Wellings Wealth Care
  Menlo Park, CA
• 10/2001 → Present
  Wellings & Co.
  Menlo Park, CA
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2023-09-15 → 2025-09-05
  Avantax Advisory Services
  Menlo Park, CA
  Dallas, TX

Other Businesses

1) WELLINGS WEALTH CARE POSITION: Tax Accountant NATURE: AccountingBookkeepingTax PreparationPayroll servicesWealth Management Assistant INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 10/01/2001 ADDRESS: 695 Oak Grove Avenue, Suite 100, Menlo Park CA 94025, United States DESCRIPTION: AccountingBookkeepingTax PreparationPayroll servicesWealth Management assistant activities 2) WELLINGS & CO. POSITION: tax preparer/accountant NATURE: CPA firm prepares tax returns, accounting INVESTMENT RELATED: No NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 120 START DATE: 10/01/2001 ADDRESS: 695 Oak Grove Avenue, Suite 100, Menlo Park CA 94025, United States DESCRIPTION: prepare individual, corporate, partnership and non profit tax returns. prepare quarterly payroll tax returns prepare monthly and quarterly compilation reports for accounting clients

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-09-15

Other Names

• Victoria Makovich
• Victoria Makovich Martin
• Victoria Makovitch