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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 |
|---|---|---|---|---|
| William C. Quinton Cpa Cfp Mpa | Corpus Christi | TX | 07/1999 | 12/2023 |
| 1St Global Capital Corp. | Corpus Christi | TX | 06/2003 | 10/2019 |
| 1St Global Advisors, Inc. | Corpus Christi | TX | 01/2004 | 10/2019 |
| Avantax Insurance Services, Inc. | Corpus Christi | TX | 05/2007 | 09/2025 |
| Avantax Advisory Services | Corpus Christi | TX | 10/2019 | 09/2025 |
| Avantax Investment Services, Inc. | Corpus Christi | TX | 10/2019 | 09/2025 |
| Cazalas & Hunter, P.C. | Corpus Christi | TX | 02/2024 | Present |
| Avantax Insurance Agency And/Or Avantax Insurance Services | Corpus Christi | TX | 03/2004 | 09/2025 |
| Cetera Wealth Services, Llc | Corpus Christi | TX | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) 4 BIRDS GROUP, L.P. POSITION: LIMITED PARTNER NATURE: FAMILY LIMITED PARTNERSHIP INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 09/30/2011 ADDRESS: 29 E Bar Le Doc Drive, Corpus Christi TX 78414, United States DESCRIPTION: FAMILY LIMITED PARTNERSHIP THAT WAS FORMED FOR THE PURPOSE OF RECEIVING ROYALTIES ON A FAMILY OWNED RANCH 2) CAZALAS & HUNTER, P.C. POSITION: Tax Advisor NATURE: CPA Firm INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 02/01/2024 ADDRESS: 555 N Carancahua, Suite 920, Corpus Christi TX 78401, United States DESCRIPTION: Prepare tax returns and provide tax advice.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-12-05 |
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