Patrick Cary Day

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2013 → 12/2017
  Spc
  Ann Arbor, MI
• 08/2014 → 12/2017
  Parkland Securities
  Ann Arbro, MI
• 12/2017 → 09/2025
  Avantax Advisory Services
  Spokane, WA
• 12/2017 → 10/2019
  Avantax Investment Services, Inc.
  Spokane, WA
• 12/2017 → 09/2025
  Avantax Insurance Agency, Llc
  Spokane, WA
• 01/2021 → Present
  Patrick Day
  Greenacres, WA
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Greenacres, WA
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2017-12-13 → 2025-09-05
  Avantax Advisory Services
  Spokane, WA
  Greenacres, WA
• 2013-05-06 → 2017-12-14
  Spc
  Spokane, WA
  Ann Arbor, MI
• 2009-07-21 → 2013-05-07
  Msi Financial Services, Inc.
  Spokane, WA

Other Businesses

1) PATRICK DAY POSITION: Owner/Operator NATURE: Provide financial services to clients INVESTMENT RELATED: Yes NUMBER OF HOURS: 130 SECURITIES TRADING HOURS: 130 START DATE: 01/01/2021 ADDRESS: 1031 S. Kayla Ct., Greenacres WA 99016, United States; DESCRIPTION: Updating firm name within Avantax to Patrick Day 2) INTERNATIONAL HOUSE OF TRAVEL POSITION: Secretary NATURE: Travel agency-Help assist coordinating 2 wine tour trips per year for my Mom. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 11/06/2024 ADDRESS: 1031 S. Kayla Ct., Greenacres WA 99016, United States DESCRIPTION: -Assist wine/cruise trip itinerary -Assist passengers with airfare who need help -Make payments to vendors -Collect deposits from passengers -Will be an authorized signer on the business checking account

Exams

• S66 Uniform Combined State Law Examination
  2009-07-09

Other Names

• Patrick Day
• Pat Day