Best Investors
Account
Sign in
1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-09-05 |
| TX | RA | APPROVED_RES | 2025-09-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Avantax Investment Services, Inc. | Mesa | AZ | 08/2014 | 09/2025 |
| Christopher T. Solomon,Cpa,Pc | Mesa | AZ | 05/2014 | Present |
| Solomon Cpa'S & Financial Services | Mesa | AZ | 05/2014 | Present |
| Solomon Wealth Management, Llc | Mesa | AZ | 07/2014 | Present |
| Cetera Wealth Services, Llc | Mesa | AZ | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) Solomon CPAs & Financial Services 254 E Southern Ave, #101 Mesa AZ 85209 Tax Preparation/Accounting~Partner/General Partner 5/1/2014 160hrs~120hrs Providing tax preparation, bookkeeping and payroll services to clients 2) Rick S Solomon CPA PLLC 7254 E Southern Ave Mesa AZ 85209 Other Owner 7/10/2014 160hrs~0hrs Consulting Services. Pass through entity only. 3) SOLOMON WEALTH MANAGEMENT, LLC POSITION: Owner NATURE: This is a pass-through entity only and the single source of income is Solomon CPAs & Financial Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 07/10/2014 ADDRESS: 7254 E Southern Ave, Mesa AZ 85209, DESCRIPTION: This is a pass through entity only. No services or products are sold by this entity. It is simply used to pass through income from Solomon CPAs & Financial Services. All financial services and products are sold through Solomon CPAs & Financial Services.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-12-22 |
Reach out to this advisor