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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2025-09-05 |
| TX | RA | APPROVED_RES | 2025-09-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Avantax Investment Services, Inc. | Belleville | KS | 05/2000 | 09/2025 |
| Brb Services | Belleville | KS | 10/1994 | Present |
| Avantax Advisory Services | Belleville | KS | 11/2011 | 09/2025 |
| Avantax Insurance Agency, Llc | Belleville | KS | 07/2001 | 09/2025 |
| Cetera Wealth Services, Llc | Belleville | KS | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1)Belleville Ball Association~'NIR'~PO Box 345~Belleville~KS~66935~Nonprofit~Director/Officer~1/21/2016~5hrs~0hrs~Officer, Grant writer 2)BRB Services~'NIR'~2006 M St , PO Box 345~Belleville~KS~66935~Tax Preparation/Accounting~Owner/Sole Proprietor~10/1/1994~160hrs~150hrs~enrolled agent , business owner 3)High Banks Hall of Fame~'NIR'~1204 H St, PO Box 264~Belleville~KS~66935~Other~Tax Preparation/Accounting~1/1/1997~2hrs~0hrs~Director, Prepare annual 990 tax return also help in various foundations, solicit donations to the high banks hall of fame, a non-profit museum dedicated to the racing history of the Belleyalle High Banks 4)Belmore Properties, LLC~'NIR'~2006 M St~Belleville~KS~66935~Rental Property~Owner~10/31/2017~10hrs~10hrs~Member of the LLC. Will make managerial decisions to the building of this property, as well as paying bills. Not much time spent with this activity. 5) NAME OF OTHER BUSINESS: REPUBLIC COUNTY ECONOMIC DEVELOPMENT INVESTMENT RELATED: NO ADDRESS: 1806 M ST SUITE 103 BELLEVILLE KS 66935 NATURE OF BUSINESS: ECONOMIC DEVELOPMENT START DATE: 3/2/2026 POSITION/TITLE/RELATIONSHIP: BOARD MEMBER APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: OVERSEEING THE DIRECTORS ROLE, HELP REPUBLIC COUNTY GROW ECONOMICALLY; 6) NAME OF OTHER BUSINESS: REPUBLIC COUNTY ECONOMIC DEVELOPMENT; INVESTMENT RELATED: NO; ADDRESS: 1806 M ST, STE 103, BELLEVILLE, KS 66935; NATURE OF BUSINESS: BOARD; START DATE: 7/2026; POSITION/TITLE/RELATIONSHIP: SECRETARY; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: RECORDING ACCURATE, DETAILED NOTES DURING BOARD OR STAFF MEETINGS, AND DISTRIBUTING THE APPROVED RECORDS TO RELEVANT PARTIES;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-11-10 |
| S63 | Uniform Securities Agent State Law Examination | 2000-07-14 |
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