Rory Brian Tosh

Current Employers

Employment History

• 08/2015 → 07/2025
  Kdp Cpa's
  Medford, OR
• 11/2017 → 10/2019
  1St Global Capital Corp
  Medford, OR
• 11/2017 → 10/2019
  1St Global Advisors, Inc.
  Medford, OR
• 12/2017 → 09/2025
  Avantax Insurance Services, Inc.
  Medford, OR
• 10/2019 → 09/2025
  Avantax Advisory Services
  Medford, OR
• 10/2019 → 09/2025
  Avantax Investment Services, Inc.
  Medford, OR
• 05/2025 → 07/2025
  Sorren
  Medford, OR
• 07/2025 → Present
  Rory B Tosh, Cpa
  Ashland, OR
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Boise, ID
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2019-10-25 → 2025-09-05
  Avantax Advisory Services
  Me, OR
• 2017-11-29 → 2019-10-25
  1St Global Advisors Inc
  Medford, OR

Other Businesses

1) KDP WEALTH MANAGEMENT, LLC; INVESTMENT RELATED; MEDFORD, OR; FULL FINANCIAL SERVICES AFFILIATED WITH 1ST GLOBAL CAPITAL, CORP; FINANCIAL ADVISOR; 08/23/2017; 160 HRS/MO; 30 HRS/TRADE; FINANCIAL ADVISOR. 2) 841 O'HARE PARKWAY, LLC; POSITION: Member NATURE: Owns property, receives rent INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 02/02/2018; ADDRESS: 640 Superior Ct, Medford OR 97504; No duties or responsibilities 3) KDP HOLDINGS, LLC; POSITION: Member NATURE: KDP Holding, LLC holds 50% of O'hare Parkway building, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/29/2018; 640 Superior Ct, Medford OR 97504; No Duties 4) BOISE HOLDINGS LLC; POSITION: Member NATURE: Building purchase in Boise Idaho and remodel. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 12/01/2021; 841 O'Hare Parkway Ste. 200, Medford OR 97504; None 5) KOSMATKA DONNELLY & CO, LLP DBA:KDP CERTIFIED PUBLIC ACCOUNTANTS; POSITION: Partner NATURE: CPA firm I am a member of. INVESTMENT RELATED: No NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 130 START DATE: 06/01/2017; 841 O'Hare Parkway Ste. 200, Medford OR 97504; Tax partner in the CPA firm. I thought I did not need to list the CPA firm in this disclosure. 6) RORY B TOSH, CPA POSITION: Owner NATURE: Tax consulting INVESTMENT RELATED: No NUMBER OF HOURS: 60 SECURITIES TRADING HOURS: 60 START DATE: 07/15/2025 ADDRESS: 320 E Main, Ste 206, Ashland OR 97520, United States DESCRIPTION: I will be doing consulting work regarding tax research, structuring, and reduction.

Exams

• S66 Uniform Combined State Law Examination
  2017-10-30

Other Names

• Rory Tosh