Scott Robert Stroud

Current Employers

Employment History

• 01/2010 → Present
  North Bay Cpa
  Petaluma, CA
• 01/2025 → 09/2025
  Avantax Advisory Services
  Petaluma, CA
• 05/2016 → Present
  North Bay Business Advisors Inc
  Petaluma, CA
• 11/2010 → Present
  Scott R Stroud, Cpa Dba North Bay Cpa
  Petaluma, CA
• 05/2016 → Present
  North Bay Business Advisors Inc
  Petaluma, CA
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2025-01-27 → 2025-09-05
  Avantax Advisory Services
  Dallas, TX
  Petaluma, CA

Other Businesses

1) PETALUMA INVESTMENT GROUP LLC POSITION: Manager NATURE: LLC holds Real Estate for investment purposes. Currently invested in a real estate partnership. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 07/29/2019 ADDRESS: 14 Keller St, Petaluma CA 94952, United States DESCRIPTION: Managing Real Estate, maintaining books, scheduling repairs and supervising crews, 2) S4 REAL ESTATE HOLDINGS LLC POSITION: Manager NATURE: LLC holds real estate. Eventually the real estate will be vacation rental. INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 2 START DATE: 11/21/2023 ADDRESS: 14 Keller St, Petaluma CA 94952, United States DESCRIPTION: Managing Real Estate. Supervising crews for repairs and improvements. Scheduling appointments. 3) ST. VINCENT CYO POSITION: Athletic Director NATURE: The CYO basketball program is the largest youth basketball program in the North Bay. Over 2,500 children, grades 3-8 participate on over 250 teams. The program is entirely dependent on volunteers, parents, and interested parties who are willing to give their time and efforts for the children. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 2 START DATE: 03/01/2012 ADDRESS: 14 Keller St, Petaluma CA 94952, United States DESCRIPTION: As the AD, I am in charge of day to day operations of the program. From tryouts, to finding coaches, to providing coaching clinics, to scheduling practices, to collecting fees, to paying vendors. 4) NORTH BAY CYO POSITION: Treasurer NATURE: The CYO basketball program is the largest youth basketball program in the North Bay. With over 2500 children grades 3-8 participate on over 250 teams. The program is totally dependent volunteers, parents and other interested parties who are willing to give of their time and efforts to our children. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 03/01/2022 ADDRESS: 14 Keller St, Petaluma CA 94952, United States DESCRIPTION: As the treasurer I am responsible for: 1. Attending board meetings and providing reports to the board. 2. Depositing money into bank accounts for dues 3. Paying vendors. 4. Balancing the books. 5. Providing budgets for the board to review 5) NORTH BAY BUSINESS ADVISORS INC POSITION: Chief Executive Officer NATURE: We offer Consultant CFO/Controller Work, separate from CPA practice. In addition, we offer business consulting services. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 05/11/2016 ADDRESS: 14 Keller St, Petaluma CA 94952, United States DESCRIPTION: Duties include: 1. Outside CFO work 2. Outside Controller work 3. High level accounting work 4. Business consulting 5. Business advisory. 6) SCOTT R STROUD, CPA DBA NORTH BAY CPA POSITION: Owner NATURE: Provides CPA, Bookkeeping, and tax services as well as general tax guidance to business owners and individuals. INVESTMENT RELATED: No NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 90 START DATE: 11/10/2010 ADDRESS: 14 Keller St, Petaluma CA 94952, United States DESCRIPTION: Provide guidance and advice to clients. Oversight and review of my employees work. Develop business and marketing plans for the practice. Conduct interviews and approve hiring in the office. Resolve issues with clients.

Designations