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Current Employers
Cetera Investment Advisers Llc

1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-09-05
  • TX RA
    APPROVED
    Since 2025-09-05

Branch Locations

10659 Leopard St, Corpus Christi, TX 78410 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Patel & Patel Cpa'S Corpus Christi TX 01/1990 Present
Avantax Investment Services, Inc. Corpus Christi TX 09/2004 09/2025
Np Rentals, Llc Corpus Christi TX 05/2013 Present
Chhedda Endodontics Pllc Austin TX 11/2016 Present
Avantax Advisory Services Corpus Christi TX 11/2017 09/2025
Avantax Insurance Agency And/Or Avantax Insurance Services Corpus Christi TX 02/2018 09/2025
Cetera Wealth Services, Llc Corpus Christi TX 09/2025 Present
Cetera Investment Advisers Llc Schaumburg IL 09/2025 Present
Np Property M Anagement, Llc Corpus Christi TX 02/2013 Present
  • 01/1990 → Present
    Patel & Patel Cpa'S
    Corpus Christi, TX
  • 09/2004 → 09/2025
    Avantax Investment Services, Inc.
    Corpus Christi, TX
  • 05/2013 → Present
    Np Rentals, Llc
    Corpus Christi, TX
  • 11/2016 → Present
    Chhedda Endodontics Pllc
    Austin, TX
  • 11/2017 → 09/2025
    Avantax Advisory Services
    Corpus Christi, TX
  • 02/2018 → 09/2025
    Avantax Insurance Agency And/Or Avantax Insurance Services
    Corpus Christi, TX
  • 09/2025 → Present
    Cetera Wealth Services, Llc
    Corpus Christi, TX
  • 09/2025 → Present
    Schaumburg, IL
  • 02/2013 → Present
    Np Property M Anagement, Llc
    Corpus Christi, TX
Previous Registrations
  • 2017-11-14 → 2025-09-05
    Avantax Advisory Services
    Corpus Christi, TX
    Dallas, TX
  • 2000-11-01 → 2004-09-24
    1St Global Advisors Inc
    Corpus Christi, TX
Other Businesses

1)CHHEDA ENDODONTICS PLLC~'NIR'~7604 JOURNEYVILLE~AUSTIN~TX~78735~Accounting~Accountant/Bookkeeper~11/1/2016~120hrs~0hrs~OFFICE ADMIN, RECORDKEEPING & TAX CONSULTING 2)NP RENTALS, LLC~'NIR'~10659 Leopard St~Corpus Chr~TX~78410~Rental Property Owner/Management~Member of the Board of Directors~5/1/2013~4hrs~0hrs~OWNS RENTAL PROPERTY 3)Patel & Patel, CPA's~'NIR'~10659 Leopard St~Corpus Chr~TX~78410~Tax Preparation/Accounting~Partner/General Partner~9/1/2004~180hrs~20hrs~Interviewing Clients, supervising accoutnax returns. 4)NBN REAL ESTATE INVESTMENTS, LLC; Partner/General Partner; Real Estate; IR; 0; 08/01/2017; PO BOX 10211 CORPUS CHRISTI, TX 78410; BILL PAYMENTS AND MAKING DEPOSITS, AND PREPARING YEAR END PROFIT & LOSS STATEMENTS FOR THE PARTNERSHIP 5) NAME OF OTHER BUSINESS: NP PROPERTY M ANAGEMENT, LLC; INVESTMENT RELATED: NO; ADDRESS: SAME AS RESIDENTIAL LOCATION; NATURE OF BUSINESS: LLC; START DATE: 2/2013; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 10; APX NUMBER OF HOURS DURING TRADING HOURS: 2; BRIEF DESCRIPTION OF DUTIES: MANAGEMENT INVESTMENT;

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2000-07-11
S63 Uniform Securities Agent State Law Examination 1997-12-17
  • S66 Uniform Combined State Law Examination
    2000-07-11
  • S63 Uniform Securities Agent State Law Examination
    1997-12-17
Designations

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