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5012 Central Avenue Suite J, Bonita, CA 91902 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-04-23 |
Branch Locations
5012 Central Avenue Suite J, Bonita, CA 91902 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Koala Financial | Bonita | CA | 07/2014 | Present |
| Avantax | Bonita | CA | 11/2022 | 09/2025 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
| Koala Financial | Bonita | CA | 04/2025 | Present |
| Cetera Wealth Services, Llc | El Segundo | CA | 09/2025 | Present |
1) RENTAL PROPERTY; POSITION: Owner NATURE: Rental real estate INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2010; ADDRESS: 1311 Calabria St, Santee CA 92071; Rental property managers takes care of everything and just sends me money 2) KOALA FINANCIAL, INC.; POSITION: Owner, Principal, and Accountant NATURE: Accounting, tax preparation, retirement planning, real estate, and financial services INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 60 START DATE: 07/07/2014; ADDRESS: 5012 Central Ave, STE J, Bonita CA 91902; Tax preparation, bookkeeping, meeting with clients, compilations, tax planning
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-01-21 |
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