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5012 Central Avenue Suite J, Bonita, CA 91902 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-04-23 |
Branch Locations
5012 Central Avenue Suite J, Bonita, CA 91902 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Avantax Advisory Services | Bonita | CA | 11/2022 | 09/2025 |
| Koala Financial, Inc. | Bonita | CA | 01/2013 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
| Koala Financial | Bonita | CA | 04/2025 | Present |
| Cetera Wealth Services, Llc | El Segundo | CA | 09/2025 | Present |
1) KOALA FINANCIAL, INC.; POSITION: Chief Executive Officer NATURE: Certified Public Accountant. Accounting and Financial planning services. Retirement and investment planning services. INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 60 START DATE: 01/04/2013 ADDRESS: 5012 Central Avenue, Suite J, Bonita CA 91902; Accounting services. Managing office. Meeting with clients. Tax preparation. Koala Financial, Inc. also does business as Koala Financial and Bonita Tax Service. 2) Licensed as a mortgage loan originator
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-02-01 |
| S63 | Uniform Securities Agent State Law Examination | 2003-01-18 |
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