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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
300 Sw Columbia Street, Suite 201, Bend, OR 97702 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jones & Roth, P.C. | Bend | OR | 05/2019 | Present |
| Mckenzie Duncan Johns Cpas, Llc | Mcminnville | OR | 03/2017 | 05/2019 |
| Oregon Department Of Revenue | Bend | OR | 04/2015 | 03/2017 |
| Avantax Investment Services Inc. | Bend | OR | 06/2022 | 09/2025 |
| Avantax Advisory Services | Bend | OR | 06/2022 | 09/2025 |
| Jones & Roth, P.C. | Eugene | OR | 05/2019 | Present |
| Cetera Wealth Services, Llc | Bend | OR | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) RISK MANAGEMENT ASSOCIATION (BEND CHAPTER) POSITION: Audit Chair NATURE: I am a board member of the local chapter and currently sit as the Audit Chair position. The main role of the board is planning events, promoting membership benefits, and voting on allocation of funds. The industry focus is banking, but I provide an annual tax update event to members as well. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2019 ADDRESS: 1801 Market Street, Suite 300, Philadelphia PA 19103, United States DESCRIPTION: My role on the board is to review account activities annually to verify there are no discrepancies. This is a non-paid volunteer position. 2) JONES & ROTH, P.C. POSITION: Manager 2 NATURE: This is my current employer. We operate as public accounts providing tax, advisory, and assurance services. I service clients via our tax department and also provide employee benefit plan audit services. INVESTMENT RELATED: No NUMBER OF HOURS: 174 SECURITIES TRADING HOURS: 130 START DATE: 05/01/2019 ADDRESS: 260 Country Club Rd., Ste. 100, Eugene OR 97401, United States DESCRIPTION: I provide tax services, advisory and consulting services for clients including individuals and individuals. In addition, I have historically performed 401(k) audit services as well.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-09-24 |
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