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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 | 2025-09-05 |
Branch Locations
260 Country Club Rd. Ste 100, Eugene, OR 97401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jones & Roth Pc | Eugene | OR | 07/2004 | Present |
| 1St Global Capital Corp. | Eugene | OR | 07/2014 | 10/2019 |
| 1St Global Advisors, Inc. | Eugene | OR | 07/2014 | 10/2019 |
| Avantax Insurance Services | Eugene | OR | 01/2015 | 09/2025 |
| Avantax Advisory Services | Eugene | OR | 10/2019 | 09/2025 |
| Avantax Investment Services, Inc. | Eugene | OR | 10/2019 | 09/2025 |
| Cetera Wealth Services, Llc | Eugene | OR | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) JONES & ROTH FINANCIAL ADVISORS, LLC POSITION: CPA, RELATIONSHIP MANAGER, REFERRING ADVISOR NATURE: FINANCIAL ADVISORY SERVICES INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 2 START DATE: 01/01/2015 ADDRESS: , Eugene OR 97401, United States DESCRIPTION: SECURITIES, FEE BASED, INSURANCE, REITS/LPS/BDCS
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-10-20 |
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