Michael Dennis West

Current Employers

Employment History

• 01/1978 → Present
  Micharl West, Ea
  Concord, CA
• 08/1986 → 09/2025
  Avantax Investment Services, Inc.
  Concord, CA
• 11/1994 → 09/2025
  Avantax Advisory Services
  Concord, CA
• 01/2017 → Present
  Willows Investors At Camp Verde
  Concord, AZ
• 10/2004 → Present
  Rental Property
  Clayton, CA
• 12/2020 → Present
  De Rancho Mobile Home Park
  Bakersfield, CA
• 08/1996 → 09/2025
  Avantax Insurance Agency And/Or Avantax Insurance Services.
  Concord, CA
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Concord, CA
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 1997-07-08 → 2025-09-05
  Avantax Advisory Services
  Concord, CA

Other Businesses

1) Willows Investors At Camp Verde 1487 W Horseshoe Bend Dr~Camp Verde~AZ~86322~Rental Property~Owner~1/12/2017~1hrs~1hrs~Passive Investor 2) Michael D. West, EA, CFP 5356 Clayton Rd., Ste 216~Concord~CA~94521~Tax Preparation/Accounting~Owner/Sole Proprietor~3/1/1996~160hrs~100hrs~Tax services 3) Michael West & Associates 5356 Clayton Rd, Ste 216~Concord~CA~94521~Tax Preparation/Accounting~Tax Preparation/Accounting~3/1/1996~160hrs~100hrs~Tax preparation/Financial Services 4) NAME OF OTHER BUSINESS: RICH ISLAND INC INVESTMENT RELATED: NO ADDRESS: PO BOX 5064 WALNUT CREEK CA 94596 NATURE OF BUSINESS: DUCK CLUB START DATE: 08/2026 POSITION/TITLE/RELATIONSHIP: TREASURER APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 1 BRIEF DESCRIPTION OF DUTIES: COLLECT DUES, PAY BILLS. I WAS THE PRESIDENT AND WILL ACT AS TEMPORARY TREASURER UNTIL A REPLACEMENT IS FOUND 5) Rental Property 1349 Shell Ln~Clayton~CA~94517~Rental Property~Owner~10/1/2004~2hrs~1hrs~Manage property 6) West Financial Services 5356 Clayton Rd, Ste 216~Concord~CA~94521~Tax Preparation/Accounting~Owner/Sole Proprietor~1/1/1978~40hrs~40hrs~Tax Preparation 7) De Rancho Mobile Home Park 6201 Wible Rd Bakersfield~Bakersfield~CA~93313~Rental Property~Owner~12/1/2020~1hrs~1hrs~Investor

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-09-24
• S63 Uniform Securities Agent State Law Examination
  1995-07-26

Designations

Other Names

• Michael Dennis West