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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
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Austin | TX | 09/2013 | 04/2021 |
| Paleo Powder Seasonings Llc | Giddings | TX | 01/2013 | Present |
| Avantax Advisory Services | Giddings | TX | 04/2021 | 09/2025 |
| Avantax Insurance Agency | Giddngs | TX | 04/2021 | 09/2025 |
| Avantax Investment Services, Inc. | Giddings | TX | 04/2021 | 09/2025 |
| Equity-Indexed Annities | Giddings | TX | 08/2021 | Present |
| Alliance Wealth Strategies Of Texas | Giddings | TX | 06/2022 | 10/2024 |
| Alliance Wealth Strategies Llc | Giddings | TX | 06/2022 | 10/2024 |
| Alliance Wealth Texas, Llc - Dba Name: Gersch Wealth Partners | Giddings | TX | 10/2024 | Present |
| Cetera Wealth Services, Llc | El Segundo | CA | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) ALLIANCE WEALTH TEXAS, LLC - DBA NAME: GERSCH WEALTH PARTNERS 2) Paleo Powder Seasonings LLC; Managing Member; I own Paleo Powder Seasonings LLC- we are a seasoning company that sells spices and breadings to grocery stores and online stores. I have 4 employees that handle the day to day operations.; NIR; 4; 01/31/2013; 460 W Industry St Giddings TX 78942; I am the owner of the company. I help guide my plant manager on helping with processes, developing new products, updating packaging. I help our sales person with processes and procedures of how to sell and how to grow the brand in the distribution centers we are in. I own a small business. 3) Alliance Wealth Strategies LLC; manager; Independent Financial Advisor under Avantax Wealth Management ; NIR; 130; 06/13/2022; 321 N Main Street Giddings TX 78942; Financial Advisor - financial planning, investing, insurance, annuities, alternative investments. Investment products sold will be through Avantax Affiliation POSITION: manager NATURE: Independent Financial Advisor under Avantax Wealth Management INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 10/08/2024 ADDRESS: 321 N Main St, PO Box 1158, Giddings TX 78942, United States DESCRIPTION: Financial advisor- financial planning, investing, insurance, annuities, alternative investments. Investment products sold will be through Avantax Affiliation 4) NAME OF OTHER BUSINESS: SUCCESSOR TRUSTEE FOR FRIEND; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: SUCCESSOR TRUSTEE FOR FRIEND; START DATE: 4/2026; POSITION/TITLE/RELATIONSHIP: SUCCESSOR TRUSTEE; APX NUMBER OF HOURS PER WEEK: 0; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: SUCCESSOR TRUSTEE FOR FRIEND;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-08-23 |
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