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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-09-05 |
Branch Locations
42 W. Campbell Avenue 3Rd Floor, Campbell, CA 95008 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Avantax Advisory Services | Campbell | CA | 01/2024 | 09/2025 |
| Johanson & Yau | Campbell | CA | 02/2021 | Present |
| Jerome Bellotti & Associates | Los Gatos | CA | 09/2015 | 02/2021 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) JAMES HSIAO POSITION: OWNER NATURE: This is my side business filing tax return for family, friends and others and report as schedule C on my tax return. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2019 ADDRESS: 2953 Leigh Avenue, San Jose CA 95124, United States DESCRIPTION: I help family, friends and others file tax return and provide tax consultation as needed.
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