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Current Employers
Cetera Investment Advisers Llc

1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-09-05
  • TX RA
    APPROVED
    Since 2025-09-05

Branch Locations

312 North Center Ste. 101, New Boston, TX 75770 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Joe H Dike Cpa/Pfs New Boston TX 01/1990 Present
Rental Property New Boston TX 10/1996 Present
Avantax Investment Services, Inc. New Boston TX 08/2006 09/2025
Avantax Advisory Services New Boston TX 01/2007 09/2025
Avantax Insurance Agency, Llc New Boston TX 03/2015 09/2025
New Boston Special Industrial Development Corporat New Boston TX 05/2017 05/2019
Intuit Mountain View CA 01/2020 Present
Cetera Wealth Services, Llc New Boston TX 09/2025 Present
Cetera Investment Advisers Llc Schaumburg IL 09/2025 Present
  • 01/1990 → Present
    Joe H Dike Cpa/Pfs
    New Boston, TX
  • 10/1996 → Present
    Rental Property
    New Boston, TX
  • 08/2006 → 09/2025
    Avantax Investment Services, Inc.
    New Boston, TX
  • 01/2007 → 09/2025
    Avantax Advisory Services
    New Boston, TX
  • 03/2015 → 09/2025
    Avantax Insurance Agency, Llc
    New Boston, TX
  • 05/2017 → 05/2019
    New Boston Special Industrial Development Corporat
    New Boston, TX
  • 01/2020 → Present
    Intuit
    Mountain View, CA
  • 09/2025 → Present
    Cetera Wealth Services, Llc
    New Boston, TX
  • 09/2025 → Present
    Schaumburg, IL
Previous Registrations
  • 2007-01-08 → 2025-09-05
    Avantax Advisory Services
    New Boston, TX
Other Businesses

~Independent Insurance Agent~Other~12/1/2006~5hrs~5hrs~Loan Officer/Insurance Agent|JD Freehold LLC~'NIR'~312 North Center~New Boston~TX~75570~Real Estate~Owner/Sole Proprietor~3/1/2017~1hrs~1hrs~Lessor|Joe H. Dike CPA/PFS~'NIR'~312 North Center~New Boston~TX~75570~Tax Preparation/Accounting~Owner/Sole Proprietor~1/1/1990~170hrs~160hrs~Tax and Financial Advisor|Joe H Dike~'NIR'~312 North Center~New Boston~TX~75570~Rental Property Owner/Management~Owner/Sole Proprietor~10/1/1996~1hrs~1hrs~Landlord|Joe Dike CPA/PFS, PC~'NIR'~312 North Center~New Boston~TX~75570~Tax Preparation/Accounting~Owner/Sole Proprietor~1/1/2016~150hrs~150hrs~Tax, Accounting, Payroll, Consulting|NBSBA~'NIR'~312 N Center St~New Boston~TX~75570~Board Position/Officer~Agent~7/31/2019~2hrs~0hrs~I am responsible for vision and planning. The idea person.|Intuit~'NIR'~2632 Marine Way~Mountain View~CA~94043~Accounting Services/Tax Preparation~Employee~1/20/2020~20hrs~10hrs~Answering questions about complicated tax issues. Sending links from websites to aide in tax preparation. Describing how to input IRS forms into the tax return.|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-12-07
  • S66 Uniform Combined State Law Examination
    2006-12-07
Designations

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