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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 |
| TX | RA | APPROVED_RES | 2025-09-05 |
Branch Locations
350 N Wiget Lane Suite 140, Walnut Creek, CA 94598 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hawkes And Hastings Accountancy Corp | Walnut Creek | CA | 11/2006 | 12/2019 |
| Avantax Investment Services, Inc. | Walnut Creek | CA | 10/2019 | 09/2025 |
| Avantax Advisory Services | Walnut Creek | CA | 05/2010 | 09/2025 |
| Hawkes Hastings & Aaron Accountancy Corporation | Walnut Creek | CA | 10/2019 | Present |
| Avantax Insurance Agency, Llc | Walnut Creek | CA | 01/2018 | 09/2025 |
| Avantax Insurance Agency And/Or Avantax Insurance Services | Walnut Creek | CA | 10/2022 | 09/2025 |
| Cetera Wealth Services, Llc | Walnut Creek | CA | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) Hawkes Hastings & Aaron Accountancy Corporation 2700 Ygnacio Valley Road Suite 140~Walnut Creek~CA~94598~Accounting Services/Tax Preparation~Owner~10/7/2019~160hrs~20hrs~We prepare income tax returns for individuals and businesses and provide tax planning services. We perform bookkeeping and financial statement preparation for small businesses.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-10-21 |
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