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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
320 Morrison Park Dr. Suite 130, Southlake, TX 76092 • United States
210 Jones St Ste. 104, Dubuque, IA 52001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-09-02 |
Branch Locations
3200 Olympus Blvd Suite 100, Dallas, TX 75019 • United States
320 Morrison Park Dr. Suite 130, Southlake, TX 76092 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 1St Global Capital Corp. | Dallas | TX | 02/2012 | 10/2019 |
| Avantax Advisory Services | Southlake | TX | 10/2019 | 09/2025 |
| Avantax Investment Services, Inc. | Southlake | TX | 10/2019 | 09/2025 |
| Avantax Planning Partners, Inc. | Southlake | TX | 09/2022 | Present |
| Avantax Insurance Agency And/Or Avantax Insurance Servicesi | Southlake | TX | 01/2023 | 09/2025 |
| Cetera Wealth Services, Llc | Southlake | TX | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-09-14 |
| S63 | Uniform Securities Agent State Law Examination | 2005-01-14 |
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