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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NM | RA | APPROVED | 2025-09-05 |
| TX | RA | APPROVED_RES | 2025-09-05 |
Branch Locations
5736 Osuna Ne Suite # 8, Albuquerque, NM 87109 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Advanced Property Solutions | Albuquerque | NM | 12/2006 | Present |
| Avantax Investment Services, Inc. | Albuquerque | NM | 09/2008 | 09/2025 |
| Avantax Advisory Services | Albuquerque | NM | 12/2015 | 09/2025 |
| Zamora Holdings Llc | Albuquerque | NM | 05/2017 | Present |
| Zamora Business Accounting, Pc | Albuquerque | NM | 01/2010 | Present |
| Cetera Wealth Services, Llc | Albuquerque | NM | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) Zamora Holdings, LLC 4110 Wolcott Ave NE, Ste C Albuquerque NM 87109 Real Estate President 5/30/2017 1hrs~1hrs All management 2) Big Brother Big Sisters of Central NM Donation Cet~2500 Louisiana Blvd NE Ste 200 Albuquerque NM 87110 Board Position/Officer Other 1/1/2019 10hrs~4hrs Oversight of the operation 3) ZAMORA BUSINESS ACCOUNTING, PC POSITION: President NATURE: Accounting and Tax Preparation INVESTMENT RELATED: No NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 130 START DATE: 01/01/2010 ADDRESS: 4110 Wolcott Ave. NE, Ste. C, Albuquerque NM 87109, DESCRIPTION: Manage business, perform accounting and tax preparation services for clients. 4) ZAMORA HOLDINGS, LLC POSITION: President NATURE: Holding company that holds the commercial property that my office is located in. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 05/30/2017 ADDRESS: 4110 Wolcott Ave. NE, Ste. C, Albuquerque NM 87109, DESCRIPTION: Management 5) RAJAN & ARASI PILLAI POSITION: Successor Co-Trustee NATURE: Upon the deaths of both Rajan & Arasi Pillai I will become a Co-Trustee with two other individuals. The Pillai's are tax clients and do not have any investments with Avantax. INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 07/08/2018 ADDRESS: 4110 Wolcott Ave. NE, Ste. C, Albuquerque NM 87109, United States DESCRIPTION: My duties upon both their deaths will be to work with the other two Co-Trustees to distribute their assets to their beneficiaries according to the trust.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-12-19 |
| S63 | Uniform Securities Agent State Law Examination | 2008-12-03 |
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