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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2025-09-05 |
Branch Locations
1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Financial Management | Carmel | IN | 11/1999 | Present |
| Avantax Investment Securities, Inc. | Carmel | IN | 09/2002 | 09/2025 |
| Avantax Advisory Services | Carmel | IN | 12/2011 | 09/2025 |
| Financial Management Resoures Inc | Carmel | IN | 12/2009 | Present |
| Cetera Wealth Services, Llc | El Segundo | CA | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) Financial Management Resources, Inc~'NIR'~11805 N Pennsylvania Street~Carmel~IN~46033~Tax Preparation/Accounting~Owner/Sole Proprietor~12/1/2009~40hrs~0hrs~Prepare tax returns and provide accounting services
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2002-12-27 |
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