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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
1501 East Mockingbird Lane Suite 300, Victoria, TX 77904 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bumgardner, Morrison & Co, Llp | Victoria | TX | 06/1983 | Present |
| 1St Global Capital Corp | Victoria | TX | 05/2001 | 10/2019 |
| Avantax Insurance Services, Inc. | Victoria | TX | 05/2004 | 09/2025 |
| Avantax Advisory Services | Victoria | TX | 10/2019 | 09/2025 |
| Avantax Investment Services, Inc. | Victoria | TX | 10/2019 | 09/2025 |
| Avantax Insurance Agency And/Or Avantax Insurance Services | Victoria | TX | 10/2003 | 09/2025 |
| Cetera Wealth Services, Llc | Victoria | TX | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) BUMGARDNER MORRISON WEALTH MANAGEMENT LLC POSITION: MEMBER NATURE: FINANCIAL SERVICES INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 15 START DATE: 01/01/2000 ADDRESS: 1501 E Mockingbird, Suite 300, P O Box 3750, Victoria TX 77904, United States DESCRIPTION: Champion partner (I'm a CPA & a referring advisor) 2) BUMGARDNER, MORRISON & CO, LLP POSITION: CPA PARTNER NATURE: TAX, ACCOUNTING & CONSULTING SERVICES IN A CPA FIRM INVESTMENT RELATED: No NUMBER OF HOURS: 180 SECURITIES TRADING HOURS: 115 START DATE: 05/31/1983 ADDRESS: 1501 E MOCKINGBIRD LANE, SUITE 300, Victoria TX 77904, United States DESCRIPTION: MANAGING PARTNER IN A CPA FIRM PROVIDING TAX, ACCOUNTING & CONSULTING SERVICES
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-12-04 |
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