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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
3200 Olympus Blvd Suite 100, Dallas, TX 75019 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 1St Global Capital Corp. | Dallas | TX | 09/2004 | 10/2019 |
| Avantax Insurance Services, Inc. | Dallas | TX | 06/2007 | 09/2025 |
| Avantax Investment Services, Inc. | Dallas | TX | 10/2019 | 09/2025 |
| Avantax Advisory Services | Dallas | TX | 10/2019 | 09/2025 |
| Cetera Investment Services Llc | Saint Cloud | MN | 08/2024 | Present |
| Cetera Financial Specialists Llc | Schaumburg | IL | 08/2024 | Present |
| Cetera Advisors Llc | Greenwood Village | CO | 08/2024 | Present |
| Cetera Wealth Services, Llc | El Segundo | CA | 08/2024 | Present |
| Avantax Insurance Agency And/Or Avantax Insurance Services | Dallas | TX | 05/2006 | 09/2025 |
| Cetera Wealth Services, Llc | Dallas | TX | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) FAMILY FARM POSITION: Owner NATURE: Owner/ Operator of Family Farm INVESTMENT RELATED: No NUMBER OF HOURS: 48 SECURITIES TRADING HOURS: 48 START DATE: 03/01/2022 ADDRESS: NA, NA TX 75964, United States DESCRIPTION: In conjunction with my husband we would be responsible for all aspects of the family farm business to be established as an DBA, LLC or SCORP. We are in the planning stages. The start date below is tentative. 2) RENTAL PROPERTY POSITION: Owner NATURE: I plan to purchase land and or a dwelling for the purpose of rental property.I plan to establish a legal entity such as an LLC with my husband to facilitate the rental property business. INVESTMENT RELATED: No NUMBER OF HOURS: 48 SECURITIES TRADING HOURS: 48 START DATE: 03/01/2022 ADDRESS: NA, NA TX 75964, United States DESCRIPTION: Owner / Landlord/Owner of Vacation Rental Property In conjunction with my husband we would be responsible for all aspects of the business.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-11-21 |
| S63 | Uniform Securities Agent State Law Examination | 2001-01-09 |
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