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125 Froehlich Farm Blvd., Woodbury, NY 11797 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-11-18 |
Branch Locations
22725 Old Canal Road, Yorba Linda, CA 92887 • United States
125 Froehlich Farm Blvd., Woodbury, NY 11797 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gfs Inc. | Yorba Linda | CA | 01/2001 | 07/2022 |
| Avantax Investment Services, Inc. | Yorba Linda | CA | 07/2017 | 09/2025 |
| Avantax Insurance Agency, Llc | Yorba Linda | CA | 07/2017 | 09/2025 |
| Jody Pierce (Self Employed) | Yorba Linda | CA | 10/2013 | 07/2017 |
| Gfs Inc | Yorba Linda | CA | 01/2001 | Present |
| Avantax Advisory Services | Yorba Linda | CA | 10/2022 | 09/2025 |
| Cetera Wealth Services, Llc | Yorba Linda | CA | 09/2025 | 11/2025 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | 11/2025 |
| Vanderbilt Securities. Llc | Woodbury | NY | 11/2025 | Present |
| Vanderbilt Advisory Services | Woodbury | CA | 11/2025 | Present |
- GFS, INC. Not Investment related. Start date: 01/01/2000. Address: 22725 Old Canal Road, Yorba Linda, CA 92887. Title: IRS Enrolled Agent. Duties: Tax Preparation/Accounting services. Time spent during regular hours: 50%.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-10-27 |
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