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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
725 S. Mesa Hills Bldg 2, Ste 1, El Paso, TX 79912 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Weatherley Butterworth Macias & Graves | El Paso | TX | 03/2007 | 11/2018 |
| 1St Global Capital Corp. | El Paso | TX | 01/2013 | 10/2019 |
| 1St Global Advisors Inc. | El Paso | TX | 01/2013 | 10/2019 |
| Annette Gobel Cpa, P.C. | El Paso | TX | 11/2018 | Present |
| Avantax Advisory Services | El Paso | TX | 10/2019 | 09/2025 |
| Avantax Investment Services, Inc. | El Paso | TX | 10/2019 | 09/2025 |
| Annette Gobel Cpa, P.C. | El Paso | TX | 04/2017 | Present |
| Cetera Wealth Services, Llc | El Paso | TX | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) ANNETTE GOBEL CPA, P.C. POSITION: owner/CPA NATURE: CPA firm that provides tax and accounting services to business and individual tax clients, including preparation of monthly financial statements. INVESTMENT RELATED: No NUMBER OF HOURS: 175 SECURITIES TRADING HOURS: 130 START DATE: 04/18/2017 ADDRESS: 725 S. Mesa Hills, Bldg 2, Ste 1, El Paso TX 79912, United States DESCRIPTION: As CPA, all monthly financial statements produced are reviewed by me before being released to clients. Meet with business clients regularly regarding various accounting issues and tax issues. Also meet with them to discuss their annual tax returns. Review all tax returns for Business and individual clients before the are filed with the IRS. 2) 4012 CIBOLA VILLAGE POSITION: owner NATURE: Purchased a Single Family Residence in at 4012 Cibola Village Dr NE, Albuquerque, NM in July, 2023. Plan to convert it to a rental around November/December, 2023. My daughter will rent it from me and we will have a rental agreement. Disclosing this because we are ready to begin a rental agreement.Purchased a single family residence in June, 2021 at 7308 Scotts Place NE, Albuquerque, NM 87109 that my college-age dependent son is living in for free (to save me helping him with rent). I use it as vacation property. INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 12/01/2023 ADDRESS: 725 S. Mesa Hills, Bldg 2, Ste 1, El Paso TX 79912, United States DESCRIPTION: 4012 Cibola-Responsible for maintenance on the house and yard, and payment of the water utilities. Renter will be responsible for all other utiity expenses.7308 Scotts-Responsible for pretty much everything. My son pays the electric bill. 3) 7308 SCOTTS PL NE POSITION: owner NATURE: Own a home at 7308 Scotts PL NE, Albuquerque, NM that my son lives in while attending University of New Mexico. Will begin renting it on 1/1/25. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 3 START DATE: 01/01/2025 ADDRESS: 725 S. Mesa Hills, Bldg 2, Ste 1, El Paso TX 79912, United States DESCRIPTION: Manage the property Handle repairs/ contractors performing repairs Pay water and yard service bills Vet potential renters
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-02-21 |
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