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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2025-09-05 |
| TX | RA | APPROVED_RES | 2025-09-05 |
Branch Locations
1025 S Bridgeway Pl #290, Eagle, ID 83616 • United States
19 E Wyoming Ave, Homedale, ID 83628 • United States
1882 W. Frederic Ln, Boise, ID 83705 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Avantax Investment Services, Inc. | Homedale | ID | 07/2002 | 09/2025 |
| Avantax Advisory Services | Homedale | ID | 02/2005 | 09/2025 |
| Cetera Wealth Services, Llc | Homedale | ID | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
| Parker Advisors | Homedale | ID | 01/2008 | Present |
1) TAX FREEDOM BUILDERS POSITION: Founder/Owner NATURE: This activity is a DBA name under which I will be marketing services offered through Avantax. It is not an entity, but rather a specific program/process branded separately from Parker Advisors (our DBA for our investment and tax business). This program will have educational content and a website to help drive traffic to Parker Advisors for investment related business offered through Avantax. Our goal through Tax Freedom Builders is to help educate potential wealth management clients regarding tax smart strategies and proactive financial planning. Tax Freedom Builders will offer a tiered fee for plan program. In this program three types of financial plans will be offered varying in scope and complexity. Details regarding the plans are found in question 5. INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 11/15/2024 ADDRESS: 19 E Wyoming Ave, P.O. Box 905, Homedale ID 83628, United States DESCRIPTION: Provide the vision and strategy for this marketing program. Develop content for the program: videos, blogs, postcasts, social media posts, seminars and webinars, etc. 2) NAME OF OTHER BUSINESS: PARKER ADVISORS; INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 1/2008, POSITION/TITLE/RELATIONSHIP: OWNER, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-12-30 |
| S63 | Uniform Securities Agent State Law Examination | 2002-10-26 |
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