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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2021-06-03 |
Branch Locations
5950 Canoga Ave Ste 601, Woodland Hills, CA 91367 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Canyon Oak Financial | Woodland Hills | CA | 01/2017 | Present |
| Liton Lighting | Los Angeles | CA | 02/2016 | 01/2017 |
| Avantax Investment Services, Inc. | Woodland Hills | CA | 05/2017 | 06/2021 |
| Avantax Advisory Services | Woodland Hills | CA | 11/2018 | 06/2021 |
| Cetera Financial Specialists Llc | Schaumburg | IL | 06/2021 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2021 | Present |
1)CANYON OAK FINANCIAL, INVESTMENT RELATED, ADDRESS SAME AS REGISTERED BRANCH, WEALTH MANAGEMENT SPECIALIST, TAX PREPARATION AND BOOKKEEPING, 40H/WEEK, 20H/WEEK DURING TRADING HOURS, SINCE 01/2017.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-06-12 |
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