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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 | 2025-09-05 |
| TN | RA | APPROVED | 2025-09-05 |
Branch Locations
9620 Center Avenue Suite 160, Rancho Cucamonga, CA 91730 • United States
Knoxville, TN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Timothy J. Burns, Cpa | Rancho Cucamonga | CA | 11/1993 | Present |
| 1St Global Capital Corp. | Rancho Cucamonga | CA | 10/2006 | 10/2019 |
| 1St Global Advisors, Inc. | Rancho Cucamonga | CA | 11/2007 | 10/2019 |
| Avantax Advisory Services | Rancho Cucamonga | CA | 10/2019 | 09/2025 |
| Avantax Investment Services, Inc. | Rancho Cucamonga | CA | 10/2019 | 09/2025 |
| Burns & Johnston Cpas And Business Advisors Llp | Rancho Cucamonga | CA | 11/1993 | Present |
| Cetera Wealth Services, Llc | Rancho Cucamonga | CA | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) BURNS FINANCIAL SERVICES POSITION: REFERRING ADVISOR NATURE: FINANCIAL SERVICES INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: null START DATE: ADDRESS: Rancho Cucamonga CA , United States DESCRIPTION: Provides financial services for clients. 2) TIMOTHY J. BURNS, CPA POSITION: CPA NATURE: CPA firm INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 11/01/1993 DESCRIPTION: CPA firm 3) TIMOTHY J. BURNS, CPA (1) POSITION: CPA NATURE: CPA firm INVESTMENT RELATED: No NUMBER OF HOURS: NULL SECURITIES TRADING HOURS: NULL START DATE: 11/01/1993 DESCRIPTION: CPA firm 4) EXECUTOR OF TRUST POSITION: Executor NATURE: Helping to administer trust INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2021 ADDRESS: 9620 Center Ave, Suite 160, Rancho Cucamonga CA 91730, DESCRIPTION: Checking signing and accounting reconciliation 5) LOYA IRREVOCABLE FAMILY TRUST POSITION: Executor NATURE: Assisting in administering trust INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2021 ADDRESS: 9620 Center Ave, Suite 160, Rancho Cucamonga CA 91730, United States DESCRIPTION: Check signing and accounting reconciliation 6) BURNS & JOHNSTON CPAS AND BUSINESS ADVISORS LLP POSITION: CPA/Partner NATURE: My role as partner and CPA of Burns & Johnston CPAs is to prepare Tax Returns, meet with clients, be the day to day contact for business clients, manage and train staff and acquire new business INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 11/29/1993 ADDRESS: 9620 Center Ave, Suite 160, Rancho Cucamonga CA 91730, United States DESCRIPTION: Tax Preparation, Financial Statements Prep, Meeting with Clients, Analyze and prepare company financials
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-09-14 |
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