Best Investors Account Sign in
Current Employers
Cetera Investment Advisers Llc

1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-09-05
  • CA RA
    APPROVED
    Since 2025-09-05

Branch Locations

350 N Wiget Lane Suite 140, Walnut Creek, CA 94598 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Hawkes Hastings & Aaron Accountancy Corp Walnut Creek CA 12/2017 Present
Blackline Partners Llc Walnut Creek CA 01/2017 11/2017
Kelvin Brown & Associates Crockett CA 05/2010 11/2016
Avantax Investment Services Inc Walnut Creek CA 05/2024 09/2025
Avantax Advisory Services Walnut Creek CA 05/2024 09/2025
Lynn Safety Concord CA 12/2016 01/2017
Hawkes Hastings & Aaron Accountancy Corporation Dba Hawkes Hasti Walnut Creek CA 12/2017 Present
Cetera Wealth Services, Llc Walnut Creek CA 09/2025 Present
Cetera Investment Advisers Llc Schaumburg IL 09/2025 Present
  • 12/2017 → Present
    Hawkes Hastings & Aaron Accountancy Corp
    Walnut Creek, CA
  • 01/2017 → 11/2017
    Blackline Partners Llc
    Walnut Creek, CA
  • 05/2010 → 11/2016
    Kelvin Brown & Associates
    Crockett, CA
  • 05/2024 → 09/2025
    Avantax Investment Services Inc
    Walnut Creek, CA
  • 05/2024 → 09/2025
    Avantax Advisory Services
    Walnut Creek, CA
  • 12/2016 → 01/2017
    Lynn Safety
    Concord, CA
  • 12/2017 → Present
    Hawkes Hastings & Aaron Accountancy Corporation Dba Hawkes Hasti
    Walnut Creek, CA
  • 09/2025 → Present
    Cetera Wealth Services, Llc
    Walnut Creek, CA
  • 09/2025 → Present
    Schaumburg, IL
Previous Registrations
  • 2024-08-19 → 2025-09-05
    Avantax Advisory Services
    Walnut Creek, CA
    Walnut Creek, CA
    Dallas, TX
Other Businesses

1) HAWKES HASTINGS & AARON ACCOUNTANCY CORPORATION DBA HAWKES HASTINGS & AARON FINANCIAL SERVICES POSITION: Manager NATURE: The company provides tax services, including preparing business and individual tax returns, tax advice and planning, bookkeeping services, and minimal payroll services. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 12/07/2017 ADDRESS: 2700 Ygnacio Valley Rd, Ste 140, Walnut Creek CA 94598, United States DESCRIPTION: I prepare and review business and individual income tax returns, reconcile clients books, prepare payroll forms, and advise clients on tax related matters.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-08-19
  • S66 Uniform Combined State Law Examination
    2024-08-19
Other Names
  • Jessica Anne Hadley
  • Jessica A Hadley

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Walnut Creek, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor