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Cetera Investment Advisers LLC CRD 105644
$257B regulatory AUM 24,019 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
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
100 North Central Expressway Suite 1205, Richardson, TX 75080 • United States
2113 Wilesta, Irving, TX 75061 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Debra J Fournerat, Pc | Dallas | TX | 10/2000 | Present |
| Avantax Investment Services, Inc. | Dallas | TX | 07/2002 | 09/2025 |
| Avantax Advisory Services | Dallas | TX | 07/2013 | 09/2025 |
| Avantax Insurance Agency, Llc | Dallas | TX | 08/2008 | 09/2025 |
| Debra J Fournerat, Pc | Irving | TX | 05/2003 | Present |
| Cetera Wealth Services, Llc | Dallas | TX | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
| Five Star Advisor Partners, Llc | Richardson | TX | 01/2026 | Present |
1) Rental of home office to Debra J Fournerat, PC~'NIR'~2113 Wilesta~Irving~TX~75061~Rental Property Owner/Management~Owner/Sole Proprietor~12/8/2014~1hrs~0hrs~Rent workstation at home to my tax business 2) Debra J Fournerat~'NIR'~2113 Wilesta~Irving~TX~75061~Other~Owner~2/9/2018~1hrs~0hrs~I give my opinions on the topic of the market research 3) DEBRA J FOURNERAT, PC POSITION: President NATURE: Accounting Services/Tax Preparation INVESTMENT RELATED: No NUMBER OF HOURS: 150 SECURITIES TRADING HOURS: 120 START DATE: 05/01/2003 ADDRESS: 2815 Valley View Lane #108, Dallas TX 75234, United States DESCRIPTION: I do all the tax and accounting work, own the business 4) NAME OF OTHER BUSINESS: FIVE STAR ADVISOR PARTNERS, LLC; INVESTMENT RELATED: NO; ADDRESS: 100 N CENTRAL EXPY SUITE 1205 RICHARDSON, TX 75080; NATURE OF BUSINESS: TAX PREPARATION SERVICES; START DATE: 01/2026; POSITION/TITLE/RELATIONSHIP: TAX MANAGER; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 30; BRIEF DESCRIPTION OF DUTIES: WILL SUPERVISE TAX PREPARATION AND FILE TAX RETURNS FOR ABOUT 500 CLIENTS;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-07-06 |
| S63 | Uniform Securities Agent State Law Examination | 2002-12-06 |
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