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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-09-05 |
Branch Locations
1000 W Columbia Way Unit 304, Vancouver, WA 98660 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Avanatax Investment Services, Inc. | Camas | WA | 06/2017 | 09/2025 |
| Jml Co Dba Padgett Business Services | Washougal | WA | 10/2005 | Present |
| Crg Pbs Inc Dba Padgett Business Services | Washougal | WA | 02/2017 | 05/2024 |
| J11, Llc | Vancouver | WA | 05/2015 | 11/2020 |
| Jeffrey Leveen | Washougal | WA | 12/2006 | Present |
| Avantax Advisory Services | Camas | WA | 01/2018 | 09/2025 |
| Cetera Wealth Services, Llc | Vancouver | WA | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) JML Co~974 E Street, Suite W~Washougal~WA~98607~Tax Preparation/Accounting~President~10/1/2005~80hrs~40hrs~Providing accounting and tax preparation services to business and individual clients 2) Jeffrey Leveen~974 E Street~Washougal~WA~98671~Rental Property Owner/Management~Owner/Sole Proprietor~12/1/2006~4hrs~0hrs~Provide landlord services on the rental property.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-08-18 |
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