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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2025-09-05 |
Branch Locations
5635 Ne Elam Young Parkway Suite 100, Hillsboro, OR 97124 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jones & Roth, Pc | Eugene | OR | 07/2008 | 01/2024 |
| 1St Global Capital Corp | Hillsboro | OR | 08/2013 | 10/2019 |
| 1St Global Advisors , Inc | Hillsboro | OR | 08/2013 | 10/2019 |
| Avantax Insurance Services, Inc. | Hillsboro | OR | 01/2014 | 09/2025 |
| Avantax Advisory Services | Hillsboro | OR | 10/2019 | 09/2025 |
| Avantax Investment Services, Inc. | Hillsboro | OR | 10/2019 | 09/2025 |
| Kdp, Llp | Boise | ID | 01/2024 | Present |
| Kdp, Llp | Boise | ID | 01/2024 | Present |
| Kosmatka Donnelly & Co, Llp Dba Kdp Certified Public Accountants | Boise | ID | 01/2024 | Present |
| Kosmatka Donnelly & Co, Llp Dba Kdp Certified Public Accountants | Boise | ID | 01/2024 | Present |
| Kosmatka Donnelly & Co, Llp Dba Kdp Certified Public Accountants | Boise | ID | 01/2024 | Present |
| Kosmatka Donnelly & Co, Llp Dba Kdp Certified Public Accountants | Boise | ID | 01/2024 | Present |
| Kosmatka Donnelly & Co, Llp Dba Kdp Certified Public Accountants | Boise | ID | 01/2024 | Present |
| Kosmatka Donnelly & Co, Llp Dba Kdp Certified Public Accountants | Boise | ID | 01/2024 | Present |
| Kosmatka Donnelly & Co, Llp Dba Kdp Certified Public Accountants | Boise | ID | 01/2024 | Present |
| Cetera Wealth Services, Llc | Hillsboro | OR | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) KDP, LLP POSITION: Director NATURE: Providing tax services to KDP clients INVESTMENT RELATED: No NUMBER OF HOURS: 190 SECURITIES TRADING HOURS: 130 START DATE: 01/02/2024 ADDRESS: 101 S 27th Sr, Suite 100, Boise ID 83702, United States DESCRIPTION: Providing tax services to KDP clients 2) KDP WEALTH MANAGMENT, LLC POSITION: Referring Registered Representative NATURE: Refer CPA clients for financial advisory services, attend meetings, and provide tax advice. INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 15 START DATE: 01/02/2024 ADDRESS: 101 S 2th St, Suite 100, Boise ID 83702, United States DESCRIPTION: Refer CPA clients for financial advisory services, attend meetings, and provide tax advice. 3) KOSMATKA DONNELLY & CO, LLP DBA KDP CERTIFIED PUBLIC ACCOUNTANTS, LLP, KDP & CO LLC POSITION: Director NATURE: Providing tax services to KDP clients INVESTMENT RELATED: No NUMBER OF HOURS: 190 SECURITIES TRADING HOURS: 130 START DATE: 01/02/2024 ADDRESS: 101 S 27th Sr, Suite 100, Boise ID 83702, United States DESCRIPTION: Providing tax services to KDP clients
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-01-11 |
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