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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 | 2025-09-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Westlake | TX | 10/2007 | 11/2017 |
| Fisher Investments | Plano | TX | 11/2017 | 11/2018 |
| Avantax Investment Services Inc | Dallas | TX | 11/2018 | 09/2025 |
| Avantax Advisory Services | Dallas | TX | 02/2019 | 09/2025 |
| Avantax Insurance Agency, Llc | Dallas | TX | 04/2019 | 09/2025 |
| Cetera Wealth Services, Llc | El Segundo | CA | 04/2025 | Present |
| Cetera Advisors Llc | Greenwood Village | CO | 04/2025 | Present |
| Cetera Financial Specialists Llc | Schaumburg | IL | 04/2025 | Present |
| Cetera Investment Services Llc | St Cloud | MN | 04/2025 | Present |
| Cetera Wealth Services, Llc | Dallas | TX | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) WERE LLC POSITION: Member NATURE: Passive equity investment partner in a residential real estate business that will be involved in the purchase, repair and sale of residential properties. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 12/10/2024 ADDRESS: 7910 Country Ridge Lane, Plano TX 75024, United States DESCRIPTION: Review of intended properties intended for purchase and sale. Review financial performance of properties. Participate in profits and losses associated with said properties.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-06-04 |
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