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Current Employers
Cetera Investment Advisers Llc

1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-09-05
  • CA RA
    APPROVED
    Since 2025-09-05

Branch Locations

1788 Mitchell Road Ste 102, Ceres, CA 95307 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Avantax Investment Services Inc Ceres CA 07/2024 09/2025
Avantax Advisory Services Ceres CA 07/2024 09/2025
Rlj Financial Services, Inc Ceres CA 01/2009 Present
Jenkins Consulting Modesto CA 06/2017 Present
Adp Roseland NJ 09/2019 Present
Sattler College Bosto MA 07/2023 Present
Cetera Wealth Services, Llc Ceres CA 09/2025 Present
Cetera Investment Advisers Llc Schaumburg IL 09/2025 Present
  • 07/2024 → 09/2025
    Avantax Investment Services Inc
    Ceres, CA
  • 07/2024 → 09/2025
    Avantax Advisory Services
    Ceres, CA
  • 01/2009 → Present
    Rlj Financial Services, Inc
    Ceres, CA
  • 06/2017 → Present
    Jenkins Consulting
    Modesto, CA
  • 09/2019 → Present
    Adp
    Roseland, NJ
  • 07/2023 → Present
    Sattler College
    Bosto, MA
  • 09/2025 → Present
    Cetera Wealth Services, Llc
    Ceres, CA
  • 09/2025 → Present
    Schaumburg, IL
Previous Registrations
  • 2025-01-27 → 2025-09-05
    Avantax Advisory Services
    Ceres, CA
    Dallas, TX
Other Businesses

1)ADP; ADP Accountant Advisory Board; As a member I collaborate with other industry professionals to provide strategic insights and feedback on ADP's products and services.; NIR; HRS 4; HRS 1; 09/01/2019; One ADP Boulevard, Roseland NJ 07068; Product Feedback, Strategic Guidance, Beta Testing, Networking and Advocacy, Educational Initiatives 2) RLJ FINANCIAL SERVICES, INC., Assistant; RLJ Financial Services, Inc. is a public tax and accounting firm that offers a comprehensive range of financial services to individuals and businesses.; IR; HRS 225; HRS 115; 01/27/2009; 1788 Mitchell Rd, Suite 102, Ceres CA 95307; Client Advisory and Service Management, App Research and Implementation, Tax Law Updates and Education, Sales and Marketing Oversight, Client Onboarding and Workflow Management 3)CHRISTIAN AID MINISTRIES; Educator & QuickBooks Consultant; Christian Aid Ministries is a program designed to provide financial services, business training, and spiritual support to individuals in developing countries. The SALT program aims to alleviate poverty by equipping individuals with the tools and knowledge.; NIR; HRS 5; HRS 1; 05/01/2015; PO Box 360, Berlin OH 44610; QuickBooks Setup and Training; Consulting and Technical Support; Business and Economics Education; Compliance and Reporting; Systems and Process Review 4)AVALARA; Avalara Accounting Meta Influencer Group; Avalara is a leading provider of cloud-based tax compliance automation solutions for businesses of all sizes. The company offers a suite of products and services designed to simplify and streamline the complexities of tax compliance.; NIR; HRS 1; HRS 1; 01/05/2023; 255 South King Street, Suite 1200, Seattle WA 98104; Content Creation, Thought Leadership, Community Engagement, Brand Advocacy 5)OLD GERMAN BAPTIST BRETHREN CHURCH - NEW CONFERENCE; Chairman of the Webmaster Committee; Christian denomination that upholds the teachings and traditions of the Old German Baptist Brethren.; NIR; HRS 20; HRS 5; 08/01/2012; 1521 Goldenwood Drive, Modesto CA 95350; Website Oversight, Content Management, Technical Support, Strategic Planning, Compliance and Security 6)PEAK MANAGEMENT GROUP, INC.; Secretary; Peak Management Group, Inc. provides consulting services to businesses, specializing in financial management, strategic planning, and operational efficiency.; NIR; HRS 1; HRS 0; 05/21/2014; 1788 Mitchell Rd, Suite 102, Ceres CA 95307; Financial Review, Check Writing, Record Keeping, Meeting Coordination, Compliance Monitoring 7)JENKINS CONSULTING; Founder & Owner; Consulting firm specializing in providing app developers with the guidance and tools they need to integrate with QuickBooks and develop user-friendly, high-quality business applications; NIR; HRS 10; HRS 2; 06/01/2017; 1521 Goldenwood Drive, Modesto CA 95350, United States; App Development Consulting, UX/UI Design Consulting, Writing Services, Speaking Engagements, Marketing Support 8)SATTLER COLLEGE; Board of Trustees, Treasurer; Sattler College is a private, non-profit educational institution that offers undergraduate degree programs with a focus on Christian-based higher education; NIR; HRS 5; HRS 1; 07/01/2023; 100 Cambridge Street, Suite #1701, Boston MA 02114; Financial Oversight, Strategic Planning, Audit and Compliance, Fundraising and Development, Governance and Policy Making 9)SEEDTIME ACRES; Advisory Board Member; Educational and experiential facility dedicated to raising awareness about the stark realities of poverty.; NIR; HRS 2; HRS 1; 01/01/2024; 759 Stephens Road, West Manchester OH 45382; Strategic Planning, Program Development, Financial Oversight, Community Engagement, Facility Management 10) NAME OF OTHER BUSINESS: INSPIRED GROWTH; INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START: 11/2025, TITLE: FINANCIAL PROFESSIONAL, APX # OF HRS/WK & DUR TRD HRS: 20, DUTIES: DBA FOR FINANCIAL SERVICES;

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-01-25
  • S66 Uniform Combined State Law Examination
    2025-01-25

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