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Current Employers
Cetera Investment Advisers Llc

1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2025-09-05
TX RA APPROVED_RES 2025-09-05
  • AZ RA
    APPROVED
    Since 2025-09-05
  • TX RA
    APPROVED_RES
    Since 2025-09-05

Branch Locations

7254 E Southern Ave Ste 103, Mesa, AZ 85209 • United States

Queen Creek, AZ • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 08/2014 → 09/2025
    Avantax Investment Services, Inc.
    Mesa, AZ
  • 05/2014 → Present
    Christopher T. Solomon,Cpa,Pc
    Mesa, AZ
  • 05/2014 → Present
    Solomon Cpa'S & Financial Services
    Mesa, AZ
  • 07/2014 → Present
    Solomon Wealth Management, Llc
    Mesa, AZ
  • 09/2025 → Present
    Cetera Wealth Services, Llc
    Mesa, AZ
  • 09/2025 → Present
    Schaumburg, IL
Previous Registrations
  • 2015-09-30 → 2025-09-05
    Avantax Advisory Services
    Mesa, AZ
    Queen Creek, AZ
Other Businesses

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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-12-22
  • S66 Uniform Combined State Law Examination
    2014-12-22
Designations

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