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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
3200 Olympus Blvd Suite 100, Dallas, TX 75019 • United States
Frisco, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 1St Global Capital Corp. | Dallas | TX | 07/2006 | 04/2017 |
| Avantax Investment Services, Inc. | Dallas | TX | 04/2017 | 09/2025 |
| Avantax Advisory Services | Dallas | TX | 04/2017 | 09/2025 |
| Plexus World Wide | Scottsdale | AZ | 04/2016 | 11/2021 |
| Cetera Investment Services Llc | Saint Cloud | MN | 08/2024 | Present |
| Cetera Financial Specialists Llc | Schaumburg | IL | 08/2024 | Present |
| Cetera Advisors Llc | Greenwood Village | CO | 08/2024 | Present |
| Cetera Wealth Services, Llc | El Segundo | CA | 08/2024 | Present |
| Cetera Wealth Services, Llc | Dallas | TX | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
POA POSITION: POA for my father NATURE: POA for my fathers affairs. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 06/07/2024 ADDRESS: 3200 Olympus Blvd., Suite 100, Dallas TX 75019, United States DESCRIPTION: Handle his financial and medical needs.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-02-20 |
| S63 | Uniform Securities Agent State Law Examination | 2000-02-11 |
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