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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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hedman Partners Llp | Santa Clarita | CA | 05/2022 | 06/2023 |
| Avantax Investment Services Inc. | Cashmere | WA | 06/2023 | 09/2025 |
| Avantax Advisory Services | Cashmere | WA | 06/2023 | 09/2025 |
| Douglas County Public Utility District | East Wenatchee | WA | 06/2020 | 09/2020 |
| Washington State Liquor And Cannabis Board | Olympia | WA | 04/2016 | 11/2020 |
| Moss Adams | Wenatchee | WA | 06/2021 | 08/2021 |
| Homchick, Smith & Associates P.L.L.C. | Wenatchee | WA | 12/2020 | 03/2021 |
| Central Washington University/The Master's University | Santa Clarita | CA | 08/2018 | 12/2022 |
| Cashmere High School | Cashmere | WA | 08/2014 | 05/2018 |
| Homchick, Smith & Associates P.L.L.C. | Wenatchee | WA | 01/2022 | 04/2022 |
| Avantax Insurance Agency And/Or Avantax Insurance Services | Cashmere | WA | 09/2023 | 09/2025 |
| Cetera Wealth Services, Llc | Cashmere | WA | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) TAMARACK TAX AND CONSULTING LLC POSITION: Financial Advisor NATURE: Top 5 Duties that the Business Provides:1.Tax Preparation Services2. Bookkeeping services3. Consulting Services4. IRS Representation5. Financial Statement Engagements INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 60 START DATE: 09/05/2023 ADDRESS: 209 Woodring Street, Cashmere WA 98815, United States DESCRIPTION: Top 5 Job Responsibilities:1. Tax Preparation Services2. Bookkeeping Services3. Consulting Services4. Financial planning and advising services5. Team building and business growth activities 2) TAMARACK WEALTH MANAGEMENT LLC POSITION: Financial Advisor NATURE: This is just the Wealth Management department of Tamarack Tax and Consulting. I'm an employee of Tamarack Tax and Consulting. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/16/2019 ADDRESS: 209 Woodring Street, Cashmere WA 98815, United States DESCRIPTION: Tamarack Wealth Management is simply another name/entity affiliated with Tamarack Tax. I have no additional responsibilities with this entity. 3) NAME OF OTHER BUSINESS: KERT FINANCIAL LLC; INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 12/2025, POSITION/TITLE/RELATIONSHIP: OWNER, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-08-11 |
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