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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
North Richland Hills, TX • United States
3200 Olympus Blvd Suite 100, Dallas, TX 75019 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Avantax Invesment Services, Inc. | Dallas | TX | 05/2013 | 09/2025 |
| Avantax Advisory Services | Dallas | TX | 06/2020 | 09/2025 |
| Cetera Wealth Services, Llc | El Segundo | CA | 04/2024 | Present |
| Cetera Advisers Llc | Greenwood Village | CO | 04/2024 | Present |
| Cetera Investment Services Llc | St Cloud | MN | 04/2024 | Present |
| Cetera Financial Specialists Llc | Schaumburg | IL | 04/2024 | Present |
| Cetera Wealth Services, Llc | Dallas | TX | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
| Cetera Advisors Llc | St. Cloud | MN | 04/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-07-28 |
| S66 | Uniform Combined State Law Examination | 2020-06-22 |
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