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305 Madison Avenue, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-16 |
Branch Locations
450 Independence Pkwy, Ste 100, Plano, TX 75075 • United States
1170 Corporate Drive W, Ste 204, Arlington, TX 76006 • United States
305 Madison Avenue, Morristown, NJ 07960 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Avantax Investment Services, Inc. | Arlington | TX | 02/2004 | 09/2025 |
| Lam, Po, & Xu, Cpa'S | Arlington | TX | 12/2002 | Present |
| Paxel Consulting Llc | Arlington | TX | 03/2020 | Present |
| Avantax Advisory Service | Arlington | TX | 08/2024 | 09/2025 |
| Avantax Insurance Agency And/Or Avantax Insurance Services | Arlington | TX | 01/2009 | 09/2025 |
| Avantax Insurance Agency And/Or Avantax Insurance Services | Arlington | TX | 01/2009 | 09/2025 |
| Cetera Wealth Services, Llc | Arlington | TX | 09/2025 | 07/2026 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | 07/2026 |
| Lpl Financial, Llc | Arlington | TX | 07/2026 | Present |
| Private Advisor Group, Llc | Morristown | NJ | 07/2026 | Present |
1. 07/2026 - Paxel Consulting LLC - Tax Prep/Accounting/CPA - Inv Related – 160 Hour(s)/Month – 140 Hour(s) During Trading – Arlington TX 76006 – OBA Start Date: 12/09/2019 2. 07/2026 - Paxel Financial Consulting - DBA for LPL Business (entity for LPL business) - Inv Related – 160 Hour(s)/Month – 5 Hour(s) During Trading – At Reported business location(s) – OBA Start Date: 7/16/2026 3. 07/2026 - Independence 190 LLC - Real Estate Rental - Inv Related – 1 Hour(s)/Month – 0 Hour(s) During Trading – Plano TX 75075 – OBA Start Date: 01/01/2020 4. 07/2026 - Lam, Po, & Xu, CPA's - Business Owner - Inv Related – 0 Hour(s)/Month – 0 Hour(s) During Trading – Arlington TX 76006 – OBA Start Date: 02/17/2004 5. 07/2026 - Jim Xu LLC - Business Entity For Tax/Investment Purposes Only - Inv Related – 0 Hour(s)/Month – 0 Hour(s) During Trading – Dallas TX 75230 – OBA Start Date: 01/09/2004 6. 07/2026 - Tontin LP - Real Estate Rental - Inv Related – 1 Hour(s)/Month – 0 Hour(s) During Trading – Arlington TX 76006 – OBA Start Date: 01/01/2007 7. 07/2026 - None - Farm - Inv Related – 0 Hour(s)/Month – 0 Hour(s) During Trading – Dallas TX 75230 – OBA Start Date: 07/01/2014 8. 07/2026 - Ranch Lavender 824 LLC - Farm - Inv Related – 15 Hour(s)/Month – 0 Hour(s) During Trading – Dallas TX 75230 – OBA Start Date: 01/18/2017 9. 07/2026 - None - Farm - Inv Related – 0 Hour(s)/Month – 0 Hour(s) During Trading – Dallas TX 75230 – OBA Start Date: 04/22/2014 10. 07/2026 - Sky Treasures Ranch LLC - Farm - Inv Related – 0 Hour(s)/Month – 0 Hour(s) During Trading – Dallas TX 75230 – OBA Start Date: 04/22/2014 11. 07/2026 - Sky Treasures Property LLC - Real Estate Rental - Inv Related – 0 Hour(s)/Month – 0 Hour(s) During Trading – Dallas TX 75230 – OBA Start Date: 12/03/2015 12. 07/2026 - Sky Treasures Capital LP - Business Entity For Tax/Investment Purposes Only - Inv Related – 5 Hour(s)/Month – 1 Hour(s) During Trading – Dallas TX 75230 – OBA Start Date: 05/01/2007
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-08-22 |
| S63 | Uniform Securities Agent State Law Examination | 2004-03-16 |
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