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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2025-09-05 |
Branch Locations
354 Cool Springs Blvd Ste 103, Franklin, TN 37067 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kevin M Harris Cpa | Brentwood | TN | 10/2006 | 01/2023 |
| Kevin M Harris Insurance Agent | Brentwood | TN | 11/2000 | Present |
| Avantax Investment Services, Inc. | Brentwood | TN | 08/2006 | 09/2025 |
| Avantax Advisory Services | Brentwood | TN | 10/2006 | 09/2025 |
| Avantax Insurance Agency Llc | Brentwood | TN | 11/2018 | 09/2025 |
| Kevin M Harris Cpa | Franklin | TN | 01/2003 | Present |
| Avantax Insurance Agency And/Or Avantax Insurance Services | Coppell | TX | 11/2018 | 09/2025 |
| Avantax Insurance Agency And/Or Avantax Insurance Services | Franklin | TN | 01/2003 | 09/2025 |
| Cetera Wealth Services, Llc | Franklin | TN | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) KEVIN M HARRIS CPA POSITION: Owner/Sole Proprietor NATURE: Tax Preparation/Accounting INVESTMENT RELATED: No NUMBER OF HOURS: 84 SECURITIES TRADING HOURS: 84 START DATE: 01/01/2003 ADDRESS: 354 Cool Springs Blvd Ste. 103, Franklin TN 37067, United States DESCRIPTION: Prepare tax returns and provide accounting services 2) KEVIN M HARRIS CPA, CFP POSITION: Owner/Sole Proprietor NATURE: Tax Preparation/Accounting INVESTMENT RELATED: No NUMBER OF HOURS: 84 SECURITIES TRADING HOURS: 84 START DATE: 01/01/2003 ADDRESS: 354 Cool Springs Blvd Ste 103, Franklin TN 37067, United States DESCRIPTION: Prepare tax returns and provide accounting services
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2001-03-08 |
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