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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2019-11-18 |
Branch Locations
6700 Sw 105Th Ave Ste 317, Beaverton, OR 97008 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Western Accounting & Tax Solutions | Beaverton | OR | 01/2008 | Present |
| Hd Vest Investment Services | Beaverton | OR | 05/2014 | 06/2018 |
| Cetera Financial Specialists Llc | Schaumburg | IL | 07/2018 | Present |
| Cetera Investment Advisers Llc | Beaverton | OR | 11/2019 | Present |
1) WESTERN ACCOUNTING & TAX SOLUTIONS, NOT INVESTMENT RELATED, ADDRESS IS THE SAME AS THE REGISTERED LOCATION, NATURE OF BUSINESS IS TAX PREPARATION AND ACCOUNTING SERVICES, OWNER, SINCE 01/2008, 40H/WEEK
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-11-11 |
| S63 | Uniform Securities Agent State Law Examination | 2014-07-21 |
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