Dalton Toby Cunningham

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2018 → 05/2019
  Tenneys Pizza
  American Fork, UT
• 08/2019 → 08/2020
  Ridgeline Elementary
  Highland, UT
• 08/2021 → 12/2021
  Utah Valley University
  Orem, UT
• 12/2021 → 05/2022
  Rinse Window Cleaning
  Orem, UT
• 05/2022 → 10/2023
  Toby Capital
  Highland, UT
• 10/2023 → Present
  Renaissance Financial
  Sandy, UT
• 08/2015 → 07/2018
  Timberline Middle
  Highland, UT
• 08/2018 → 07/2020
  Lone Peak High
  Highland, UT
• 08/2020 → 11/2023
  Utah Valley University
  Orem, UT
• 11/2023 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 10/2023 → 11/2023
  Cetera Advisor Networks Llc
  El Segundo, CA
• 01/2024 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 07/2026 → Present
  Tax & Financial Group
  El Segundo, CA

Other Businesses

1. NAME OF OTHER BUSINESS: RENAISSANCE FINANCIAL INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: October 2023) POSITION/TITLE/RELATIONSHIP: Financial Advisor APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: OFFER SECURITIES, INSURANCE AND ADVISORY SERVICES 2. NAME OF OTHER BUSINESS: SOFA (SOCIETY FOR FINANCIAL AWARENESS) INVESTMENT RELATED: NO; ADDRESS: 3655 RUFFIN RD. SUITE 230 SAN DIEGO, CA 92123; NATURE OF BUSINESS: NON PROFIT; START DATE: 03/2026; POSITION/TITLE/RELATIONSHIP: MEMBER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES VOLUNTEER AND HELP PEOPLE WITH FINANCIAL LITERACY; 3. NAME OF OTHER BUSINESS: TAX & FINANCIAL GROUP ; INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED ADDRESS ; NATURE OF BUSINESS: FINANCIAL SERVICES ; START DATE: 07/30/2026 ; POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL ; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;

Exams

• S66 Uniform Combined State Law Examination
  2023-12-29