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

Branch Locations

9620 Center Avenue Suite 160, Rancho Cucamonga, CA 91730 • United States

Knoxville, TN • 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
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
  • 11/1993 → Present
    Timothy J. Burns, Cpa
    Rancho Cucamonga, CA
  • 10/2006 → 10/2019
    1St Global Capital Corp.
    Rancho Cucamonga, CA
  • 11/2007 → 10/2019
    1St Global Advisors, Inc.
    Rancho Cucamonga, CA
  • 10/2019 → 09/2025
    Avantax Advisory Services
    Rancho Cucamonga, CA
  • 10/2019 → 09/2025
    Avantax Investment Services, Inc.
    Rancho Cucamonga, CA
  • 11/1993 → Present
    Burns & Johnston Cpas And Business Advisors Llp
    Rancho Cucamonga, CA
  • 09/2025 → Present
    Cetera Wealth Services, Llc
    Rancho Cucamonga, CA
  • 09/2025 → Present
    Schaumburg, IL
Previous Registrations
  • 2019-10-25 → 2025-09-05
    Avantax Advisory Services
    Irving, TX
    Rancho Cucamonga, CA
    Knoxville, TN
  • 2007-11-12 → 2019-10-25
    1St Global Advisors Inc
    Rancho Cucamonga, CA
Other Businesses

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

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-09-14
  • S66 Uniform Combined State Law Examination
    2007-09-14
Other Names
  • Michelle Lee Howard

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