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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 | 2026-01-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Avantax Investment Services, Inc. | Dallas | TX | 03/2006 | 01/2024 |
| Avantax Advisory Services | Dallas | TX | 10/2017 | 01/2024 |
| Avantax Insurance Agency, Llc | Dallas | TX | 04/2007 | 01/2024 |
| Ameriprise Financial Services, Llc | Richardson | TX | 01/2024 | 02/2025 |
| Kestra Investment Services, Llc | Fort Worth | TX | 02/2025 | 04/2025 |
| Kestra Advisory Services, Llc | Fort Worth | TX | 02/2025 | 04/2025 |
| Cetera Advisors Llc | Greenwood Village | CO | 12/2025 | Present |
| Cetera Financial Specialists Llc | Schaumburg | IL | 12/2025 | Present |
| Cetera Investment Services Llc | St Cloud | MN | 12/2025 | Present |
| Cetera Wealth Services, Llc | El Segundo | CA | 12/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 12/2025 | Present |
| Universal Wealth Property And Casualty | North Richland Hills | TX | 01/2025 | 02/2025 |
| Universal Wealth Property And Casualty | North Richland Hills | TX | 04/2025 | 12/2025 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-10-20 |
| S63 | Uniform Securities Agent State Law Examination | 2006-05-11 |
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