Kimberly Anne Lyon

Current Employers

Employment History

• 12/2014 → Present
  Jones & Roth, P.C.
  Hillsboro, OR
• 01/2024 → 09/2025
  Avantax Investment Services Inc.
  Hillsboro, OR
• 01/2024 → 09/2025
  Avantax Advisory Services
  Hillsboro, OR
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Hillsboro, OR
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2024-05-06 → 2025-09-05
  Avantax Advisory Services
  Dallas, TX
  Hillsboro, OR
  Hillsboro, OR

Other Businesses

1) JONES & ROTH, P.C. POSITION: Partner NATURE: CPA firm that provides a number of services to clients, including various types of tax preparation services, assurance services (compilations, reviews and audits), business advisory, accounting/bookkeeping services, and retirement plan administration services INVESTMENT RELATED: No NUMBER OF HOURS: 180 SECURITIES TRADING HOURS: 130 START DATE: 12/09/2014 ADDRESS: 260 Country Club Rd, Suite 100, Eugene OR 97401, United States DESCRIPTION: Serving as engagement partner and/or engagement manager on numerous assurance engagements including audits, reviews and compilations.Quality control reviewer for assurance engagements including audits, reviews and compilations.Employee benefit plan audit niche leader - providing training, supervision and technical support for niche. 2) JONES & ROTH FINANCIAL ADVISORS, LLC POSITION: Referring Rep/CPA NATURE: Refer CPA clients to financial services. Attend financial service meetings and provide tax advice. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 06/01/2024 ADDRESS: 5635 NE Elam Young Pkwy, Suite 100, Hillsboro OR 97124, United States DESCRIPTION: Attend financial service meetings

Exams

• S66 Uniform Combined State Law Examination
  2024-05-04

Other Names

• Kim Lyon
• Kimberly Anne Gooley
• Kim Gooley