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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
Carrollton, TX • United States
3200 Olympus Blvd Suite 100, Dallas, TX 75019 • United States
210 Jones St Ste. 104, Dubuque, IA 52001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-03-18 |
Branch Locations
210 Jones St Ste. 104, Dubuque, IA 52001 • United States
3200 Olympus Blvd Suite 100, Dallas, TX 75019 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Avantax Investment Services, Inc | Dallas | TX | 12/2014 | 09/2025 |
| Avantax Advisory Services | Dallas | TX | 12/2014 | 09/2025 |
| Avantax Planning Partners Inc | Dallas | TX | 03/2021 | Present |
| Fia | Dallas | TX | 09/2024 | Present |
| Cetera Wealth Services, Llc | El Segundo | CA | 04/2025 | Present |
| Cetera Advisors Llc | Greenwood Village | CO | 04/2025 | Present |
| Cetera Financial Specialists Llc | Schaumburg | IL | 04/2025 | Present |
| Cetera Investment Services Llc | St Cloud | MN | 04/2025 | Present |
| Avantax Insurance Agency And/Or Avantax Insurance Services | Dallas | TX | 03/2015 | 09/2025 |
| Cetera Wealth Services, Llc | Dallas | TX | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-05-10 |
| S63 | Uniform Securities Agent State Law Examination | 1998-04-22 |
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