Lori A Goodwin

Current Employers

Employment History

• 06/2004 → Present
  Stern Kory Sreden And Morgan An Accountancy Corporation
  Stevenson Ranch, CA
• 07/2024 → 09/2025
  Avantax Advisory Services
  Stevenson Ranch, CA
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2024-12-02 → 2025-09-05
  Avantax Advisory Services
  Stevenson Ranch, CA
  Dallas, TX

Other Businesses

1) SINGLE MOTHERS OUTREACH, INC POSITION: Chief Financial Officer NATURE: SMO is a non-profit in Santa Clarita that provides resources and support to single mothers in the community.SMO scaffolds families facing sudden housing instability, income loss, emotional trauma, and social deterioration as the result of divorce, abandonment, or widowhood.? INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 3 START DATE: 01/01/2021 ADDRESS: 24961 The Old Road, Stevenson Ranch CA 91381, United States DESCRIPTION: Review the bookkeeper prepared financials and present to the board, attend monthly board meetings, attend annual strategic planning meeting, attend annual finance committee meetings, review annual budget. 2) STERN KORY SREDEN AND MORGAN AN ACCOUNTANCY CORPORATION POSITION: Partner, Chief Financial Officer NATURE: we offer tax preparation, tax consulting, tax planning, accounting, estate planning, investment planning, retirement planning INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 06/01/2004 ADDRESS: 24961 The Old Road, 2nd Floor, Stevenson Ranch CA 91381, United States DESCRIPTION: Providing accounting and tax related services to clients, train staff, manage firm's banking activity and update accounting records,review billing, manage project due date reports, oversee firm's quality control procedures, and various other administrative functions.

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-12-02

Other Names

• Lori A Hornberger
• Lori Goodwin
• Lori Ann Goodwin