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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2025-09-05 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 1St Global Capital Corp | Winnemucca | NV | 12/2002 | 10/2019 |
| 1St Global Advisors, Inc | Winnemucca | NV | 01/2003 | 10/2019 |
| Drake Rose & Associates, Llc | Winnemucca | NV | 01/2012 | Present |
| Avantax Investment Services, Inc. | Winnemucca | NV | 10/2019 | 09/2025 |
| Avantax Advisory Services | Winnemucca | NV | 10/2019 | 09/2025 |
| Cetera Wealth Services, Llc | Winnemucca | NV | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) TRUSTEE FBO MULTIPLE TRUSTS UT PAUL D MILLER GRANDCHILDREN'S TRUST DTD 12/31/96 POSITION: TRUSTEE NATURE: TTEE fbo CHRISTOPHER M. MILLER TRUST, LAUREN E. MILLER TRUST, KENADEE J. MILLER TRUST, GRANT M. MILLER TRUST, MEGAN A. MILLER TRUST INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 12/31/1996 ADDRESS: Winnemucca NV , United States DESCRIPTION: Fiduciary role; reviewed and approved by Jena Halliburton in 2000 2) DRA RENTALS POSITION: MANAGING MEMBER NATURE: DRA Rentals, LLC owns the office building that is rented to Drake Rose & Associates, LLC which is our CPA Firm. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 05/30/2012 ADDRESS: 580 Baud Street, Winnemucca NV 89445, United States DESCRIPTION: Owner, Managing Member 3) THE F.B. AND J.W.B. 1982 LIVING TRUST AGREEMENT POSITION: Co-Trustee NATURE: Co-trustee with my brothers. INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 10/03/2019 ADDRESS: 3289 Great Basin Avenue, Winnemucca NV 89445, United States DESCRIPTION: Co-managing the assets of the trust with my brothers until distribution. 4)DRAKE, ROSE & ASSOCIATES, LLC; MANAGING PARTNER; CPA FIRM; NIR; 5; 12/30/2011; Winnemucca NV 89445; ACCOUNTING & AUDITING SERVICES; SUPERVISE STAFF; CLIENT MANAGEMENT. 5)DRA RENTALS; MANAGING MEMBER; DRA Rentals, LLC owns the office building that is rented to Drake Rose & Associates, LLC which is our CPA Firm.; IR; 0; 05/30/2012; 580 Baud Street Winnemucca NV 89445; Owner, Managing Member
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-08-31 |
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