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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-09-05 |
Branch Locations
2700 S. Western St Suite 600, Amarillo, TX 79109 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Avantax Investment Services, Inc. | Amarillo | TX | 09/2000 | 09/2025 |
| Victor B. Glenn Cpa | Amarillo | TX | 09/1989 | Present |
| Avantax Advisory Services | Amarillo | TX | 02/2005 | 09/2025 |
| Cetera Wealth Services, Llc | Amarillo | TX | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) Amarillo South Rotary Club~'NIR'~P.O. Box 50956~Amarillo~TX~79109~Club/Association Director/Officer~Treasurer/Comptroller~7/1/2005~2hrs~0hrs~Club treasurer 2) Olsen Plaza Office Park Owner's Associate, INC~'NIR'~2700 S. Western St., Ste 600~Amarillo~TX~79109~Rental Property Owner/Management~Treasurer/Comptroller~1/1/2004~1hrs~0hrs~Treasurer-sign checks 3) Victor B. Glenn, CPA~'NIR'~2700 S Western St, Suite 600~Amarillo~TX~79109~Tax Preparation/Accounting~Owner/Sole Proprietor~8/15/1989~200hrs~120hrs~CPA, owner 4) Victor Glenn~'NIR'~5715 Stone Dr~Amarillo~TX~79109~Musician/Artist~Other~10/1/2005~12hrs~0hrs~musician 5) BILLIE JEAN GLENN ESTATE POSITION: Independent Executor NATURE: Independent executor of aunt's estate. INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 09/11/2024 ADDRESS: 2700 S. Western St, Ste. 600, Amarillo TX 79109, United States DESCRIPTION: Close checking accounts and disburse estate assets to four sons of Billie Jean Glenn who are the beneficiaries. I am not a beneficiary 6) THE GIDEONS INTERNATIONAL AMARILLO TX INVESTMENT RELATED: NO ADDRESS: 50 CENTURY BLVD, NASHVILLE TN 37214 NATURE OF BUSINESS: BOARD START DATE: 6/1/2026 POSITION/TITLE/RELATIONSHIP: TREASURER APX NUMBER OF HOURS PER WEEK: 2 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: DEPOSIT AND REMIT FUNDS AND REPORTING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-12-06 |
| S63 | Uniform Securities Agent State Law Examination | 2000-10-09 |
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