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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
8861 Sw Commercial St Suite A, Tigard, OR 97223 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| David E Young Llc Dba Justo Tax | Tigard | OR | 01/2014 | 11/2022 |
| Schnitzer Steel | Portland | OR | 09/2015 | 10/2016 |
| Mdoh 124Th Llc | Tigard | OR | 01/2022 | 11/2022 |
| Avantax Advisory Services | Tigard | OR | 11/2022 | 09/2025 |
| David E Young Llc Dba Justo Tax | Tigard | OR | 01/2014 | Present |
| Mdoh 124Th Llc | Tigard | OR | 01/2022 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) DAVID E YOUNG LLC DBA JUSTO TAX POSITION: Member NATURE: Income Tax Preparation, Bookkeeping, Payroll, Accounting INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 01/27/2014 ADDRESS: 10580 SW McDonald St, Suite 101, Tigard OR 97224, United States DESCRIPTION: Prepare taxes, process payroll, oversee employees, firm management, workflow manager, Marketing. I will be using this entity to market our Avantax business. Although our business helps English and Spanish speakers we will only provide investment communications in English. 2) MDOH 124TH LLC POSITION: Member NATURE: Residential Rental Property, 6 duplexes on one tax lot. The addresses are all the odd numbers from 6817-6839 NW 124th Ave Vancouver, WA 98682. MDOH 124th is a tenant in common owning 11% of the property. INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 01/14/2022 ADDRESS: 10580 sw mcdonald st, Suite 101, Tigard OR 97224, United States DESCRIPTION: Collect rent, tenant correspondence, minor maintenance, schedule showings, prepare lease agreements. 3) RENTAL PROPERTIES POSITION: Owner NATURE: Residential Real Estate Rentals INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 03/01/2017 ADDRESS: 10580 sw mcdonald, suite 101, tigard OR 97224, United States DESCRIPTION: Collect rents, tenant correspondence, Repairs/maint, prepare leases. 4) MODHA LLC POSITION: President NATURE: Rental Property 50% ownership of Dulex INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2023 ADDRESS: 10580 SW McDonald St, Suite 101, Tigard OR 97224, United States DESCRIPTION: Property Manager
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-02-13 |
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