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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 |
|---|---|---|---|---|
| First Command Financial Planning, Inc. | Fort Worth | TX | 06/2014 | 07/2017 |
| First Command Advisory Services | Fort Worth | TX | 12/2015 | 07/2017 |
| Charles Schwab & Co., Inc. | Westlake | TX | 10/2017 | 06/2020 |
| Avantax Investment Services, Inc. | Dallas | TX | 06/2020 | 09/2025 |
| Avantax Advisory Services | Dallas | TX | 06/2020 | 09/2025 |
| Rental Property | Fort Worth | TX | 01/2017 | Present |
| Cetera Investment Services Llc | St 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 |
| Cetera Wealth Services, Llc | Dallas | TX | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) Rental Property 7304 Blackthorn Dr~Fort Worth~TX~76137~Rental Property~Other~1/1/2017~1hrs~0hrs~Landlord 2) FloorJackGarage; Owner; Providing do it yourself shade tree auto mechanic work on vehicles on YouTube, to provide knowledge to others.; NIR; 0; 09/30/2021; 2213 Shadywood Ct Arlington TX 76012; -make videos-edit videos-repair vehicles
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-11-26 |
| S63 | Uniform Securities Agent State Law Examination | 2001-04-27 |
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