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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 | 2023-06-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Voya Financial Advisors | New Braunsfels | TX | 09/2014 | 06/2021 |
| Cetera Wealth Services, Llc | El Segundo | CA | 06/2021 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | Present |
NAME OF ENTITY:NATHAN L. RENEAU CPA; No; 352 LANDA; NEW BRAUNFELS; TX; 78130; TAX PREP/CPA; OWNER/CPA; 1/1/2002; 10; 5; ADVISE CLIENTS ON TAX MATTERS,PREPARE TAX RETURNS;|NAME OF ENTITY:Bavarian Realty LLC; No; 245 S SEGUIN AVE; NEW BRAUNFELS; TX; 78130; Real Estate; Co-Owner; 5/15/2015; 5; 0; Assist with property rental & repair.|NAME OF ENTITY:Legacy Private Asset Managers; Yes; 245 S SEGUIN AVE; NEW BRAUNFELS; TX; 78130; DBA; owner; 4/11/2002; 160; 160; sales and service of fixed insurance products|NAME OF ENTITY:NATHAN RENEAU-ATTORNEY; No; 352 LANDA; NEW BRAUNFELS; TX; 78130; LEGALSERVICES; ATTORNEY; 1/1/2002; 40; 20; ADVISE CLIENTS ON ESTATE PLANNING AND TAX AVOIDANCE STRATEGIES;PREPARE WILLS,TRUST AND OTHER DOCUMENTS AND IMPLEMENT PLANS.|NAME OF ENTITY:Rentex Realty LLC; No; 352 Landa St; New Braunfels; TX; 78130; Real Estate; Manager; 4/16/2019; 10; 2; Review legal documents and budgets; meetings with contractors|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1998-10-07 |
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