George Greene Ross

Current Employers

Employment History

• 08/2010 → 09/2025
  Avantax Investment Services, Inc
  San Luis Obispo, CA
• 09/2010 → 09/2025
  Avantax Advisory Services
  San Luis Obispo, CA
• 10/2010 → Present
  George G Ross Cpa Pfs Cfp
  Morro Bay, CA
• 02/2022 → Present
  Ross | Carreiro | Brown Cpas, P.C.
  Morro Bay, CA
• 10/2024 → 09/2025
  Avantax Insurance Agency And/Or Avantax Insurance Services.
  Morro Bay, CA
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Morro Bay, CA
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2010-09-13 → 2025-09-05
  Avantax Advisory Services
  Lan Luis Obispo, CA
  Morro Bay, CA
• 2009-01-12 → 2010-02-23
  Mcnally Financial Services Corporation
  San Diego, CA
  San Diego, CA
• 2006-02-06 → 2007-11-13
  Mission Wealth Management, Lp
  Santa Barbara, CA

Other Businesses

1) GEORGE G ROSS CPA PFS CFP 1004 Main Street~Morro Bay~CA~93442~Tax Preparation/Accounting~Owner/Sole Proprietor~9/20/2010~160hrs~120hrs~accounting, tax prep 2) ROSS | CARREIRO | BROWN CPAS, P.C. POS: CEO NATURE: Accounting and tax preparation INV RELATED: No # OF HRS: 36 SECURITIES TRADING HRS: 65 START: 02/01/2022 ADDR: 895 Shasta Avenue, Morro Bay CA DESC: I am the CEO of this small tax and accounting corporation. I manage the corporation as a CEO. I also do accounting and tax preparation. 3) COMMERCIAL RENTAL - RENTING TO MYSELF POS: Owner NATURE: 895 Shasta Ave Morro Bay, CA 93442This is the location of both of my businesses (Ross Carriero Brown CPA PC) and George G Ross CPA PFS CFP (Avantax Investment Services and Avantax Advisory Services) I'm renting to myself. I am not sharing an office with anyone else.? INV RELATED: Yes # OF HRS: 4 SECURITIES TRADING HRS: 0 START: 02/01/2022 ADDR: 895 Shasta Avenue, Morro Bay CA DESC: I own the building which is 100% owned and operated by my two businesses.This is the location of both of my businesses (Ross Carriero Brown CPA PC) and George G Ross CPA PFS CFP (Avantax Investment Services and Avantax Advisory Services) I'm renting to myself. I am not sharing an office with anyone else.?? 4) RENTAL BUILDING POS: Owner NATURE: 1197 and 1199 Main Street Morro Bay, CA 93442 INV RELATED: No # OF HRS: 4 SECURITIES TRADING HRS: 12 START: 08/01/2023 ADDR: 895 Shasta Avenue, Morro Bay CA DESC: I own a building that I will rent to my businesses 5) STEWART RANCH CLUB POS: Shareholder of 20% of the corporation NATURE: Family ranch located in San Luis Obispo County California. The ranch has not had income for the last couple of years, it has mostly been used for wildlife preservation and outdoor activities. INV RELATED: No # OF HRS: 0 SECURITIES TRADING HRS: 0 START: 11/27/2024 ADDR: 300 Irene St., Taft CA DESC: I have no duties to the corporation, other than preparing the annual tax return filing for both the IRS and California. I am not an officer of the corporation.

Exams

• S66 Uniform Combined State Law Examination
  2005-10-25
• S65 Uniform Investment Adviser Law Examination
  1999-03-05
• S63 Uniform Securities Agent State Law Examination
  1999-02-18

Designations

Other Names

• George Greene Ross