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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-10-17 |
| CA | RA | APPROVED | 2025-09-05 |
Branch Locations
1414 E Thousand Oaks Blvd Suite 101, Thousand Oaks, CA 91362 • United States
400 Rosewood Avenue Suite 200, Camarillo, CA 93010 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Michael Drews Cpa | Camaraillo | CA | 01/2003 | Present |
| Business Systems Solutions Llc | Camaraillo | CA | 10/2003 | Present |
| Avantax Investment Services, Inc. | Camarillo | CA | 11/2010 | 09/2025 |
| Avantax Advisory Services | Camaraillo | CA | 06/2012 | 09/2025 |
| Avantax Insurance Agency, Llc | Camarillo | CA | 01/2012 | 09/2025 |
| Cetera Wealth Services, Llc | Camarillo | CA | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) Michael Drews CPA 1000 Paseo Camarillo, Ste 221~Camarillo~CA~93010~Tax Preparation/Accounting~Owner/Sole Proprietor~1/1/2003~160hrs~150hrs~provide tax and accounting services to clients| 3) PACIFIC REAL ESTATE INVESTMENTS 2017 LLC POSITION: Owner NATURE: Passive rental income from three rental properties. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2017 ADDRESS: 400 Camarillo Ranch Rd., Ste 103, Camarillo CA 93012, United States DESCRIPTION: Communicate with tenants, provide repairs as needed. 4) MICHAEL DREWS TAX AND WEALTH PLANNERS LLC POSITION: Owner NATURE: Provide tax and accounting services INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 65 START DATE: 10/07/2021 ADDRESS: 1414 Thousand Oaks Blvd, Ste 101, Thousand Oaks CA 91362, United States DESCRIPTION: Prepare tax returns and oversee bookkeeping activities. Manage employees also performing these activities. Provide investment advice, insurance, and alternative investments 5) MICHAEL DREWS CPA AND COMPANY, INC. POSITION: Principal, Owner NATURE: Tax preparation, accounting, bookkeeping INVESTMENT RELATED: No NUMBER OF HOURS: 64 SECURITIES TRADING HOURS: 48 START DATE: 01/01/2023; 400 Camarillo Ranch Rd., Suite 103, Camarillo CA 93012, Preparing tax returns, providing tax advice, overseeing bookkeeping activities
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-05-26 |
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