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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 |
Branch Locations
9620 Center Avenue Suite 160, Rancho Cucamonga, CA 91730 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Burns & Johnston Cpas And Business Advisors, Llp | Rancho Cucamonga | CA | 02/2010 | Present |
| Avantax Investment Services Inc. | Rancho Cucamonga | CA | 10/2021 | 09/2025 |
| Avantax Advisory Services | Rancho Cucamonga | CA | 10/2021 | 09/2025 |
| Avantax Insurance Agency And/Or Avantax Insurance Services | Rancho Cucamonga | CA | 05/2025 | 09/2025 |
| Cetera Wealth Services, Llc | Rancho Cucamonga | CA | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) BURNS FINANCIAL SERVICES POSITION: Financial Advisor NATURE: FINANCIAL SERVICES INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 20 START DATE: 02/25/2022 ADDRESS: 9620 Center Ave, Suite 160, Rancho Cucamonga CA 91730, United States DESCRIPTION: CLIENT MEETINGS, INVESTING FUNDS, PROVIDE SUPPORT TO OTHER FINANCIAL ADVISORS 2) Burns & Johnston CPAs and Business Advisors LLP; Marketing Coordinator; My role at Burns & Johnston CPAs is to create marketing material and send it to current and prospective clients within the CPA firm. Once licensed, I will also be providing investment guidance and products to prospective and current clients that come in for CPA services.; IR; 130; 02/02/2010; 9620 Center Ave Rancho Cucamonga CA 91730; Top Job Responsibilities include:1. Create Marketing Material for current and prospective clients & send through various channels2. Hire, train and manage any new administrative assistants3. Admin tasks related to Tax such as scanning, sending and putting tax returns together4. Maintaining constant contact between clients/prospective clients and our CPAs5. Organizing electronic client data, and keeping itupdated6. Answering phones daily7. Once licensed, I will be providing investment guidance and products to current and prospective clients
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-02-25 |
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