Lori Eshbach Comanich

Current Employers

Employment History

• 11/2010 → 01/2020
  Invesco Distributors Inc.
  Houston, TX
• 12/2010 → 01/2020
  Invesco Advisers, Inc.
  Houston, TX
• 01/2020 → 09/2025
  Avantax Advisory Services
  Baytown, TX
• 01/2020 → 09/2025
  Avantax Investment Services
  Baytown, TX
• 01/2018 → 10/2020
  Rental Property
  Baytown, TX
• 05/2025 → Present
  True North Private Wealth Partners, Llc
  Baytown, TX
• 08/2021 → 09/2025
  Avantax Insurance Agency And/Or Avantax Insurance Services.
  Baytown, TX
• 07/2025 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 07/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2020-01-20 → 2025-09-08
  Avantax Advisory Services
  Baytown, TX
  Dallas, TX
  Baytown, TX
• 2010-12-15 → 2020-01-09
  Invesco Advisers, Inc.
  Atlanta, GA
  Houston, TX
• 2010-04-12 → 2010-11-08
  Ameriprise Financial Services, Llc
  Gonzales, LA
  Bayton, TX
• 2007-01-03 → 2010-03-31
  J. W. Cole Advisors, Inc.
  Baytown, TX
  Tampa, FL

Other Businesses

1) REAL ESTATE AGENT OF KELLER WILLIAMS; POSITION: Real Estate Agent NATURE: Real Estate Agent INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 5 START DATE: 01/01/2022; ADDRESS: 700 Rollingbrook, Suite E, Baytown TX 77521: Real Estate Agent 2) CASA DE COLE REALTY GROUP; POSITION: Sole proprietorship NATURE: Establishment of realty group in order to run real estate business through Keller Williams Elite brokerage with other agents on my "team." INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 20 START DATE: 08/01/2022; ADDRESS: 5003 Camp Creek Rd, Baytown TX 77523: Team lead real estate agent 3) TILLER & CO; POSITION: My office sits inside of the Tiller & Co. tax office NATURE: I simply have an office inside of the tax practice but am not involved in any tax prep INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/13/2020; ADDRESS: 1300 Rollingbrook Drive, Suite 603, Baytown TX 77521: none 4) TRUE NORTH PRIVATE WEALTH PARTNERS, LLC POSITION: Advisory Consultant NATURE: financial services INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 05/01/2025 ADDRESS: 1300 Rollingbrook Drive, Suite 603, Baytown TX 77521, United States DESCRIPTION: client service prospecting, advisory consulting, placing trades, building proposals

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-10-25
• S63 Uniform Securities Agent State Law Examination
  1997-02-12

Other Names

• Lori Nicole Eshbach
• Lori Eshbach Smith
• Lori Smith
• Lori Eshbach Comanich