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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
1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
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 |
|---|---|---|---|---|
| Fidelity Investments | Westlake | TX | 06/2007 | 08/2018 |
| Unemployed | Denton | TX | 08/2018 | 10/2018 |
| Union Gospel Mission | Dallas | TX | 10/2018 | 02/2019 |
| Denton Independent School District | Denton | TX | 08/2019 | 05/2020 |
| Union Gospel Mission Of Dallas | Dallas | TX | 05/2020 | 09/2021 |
| Unemployed | Denton | TX | 02/2019 | 08/2019 |
| Avantax Advisory Services | Dallas | TX | 03/2024 | 09/2025 |
| Ads Tax Prep | Denton | TX | 01/2024 | Present |
| Ads Budget Coaching | Denton | TX | 01/2024 | Present |
| Ads Estate Planning Prep | Denton | TX | 03/2024 | Present |
| Cetera Investment Services Llc | St 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 |
| Avantax Investment Services Inc | Dallas | TX | 09/2021 | 09/2025 |
| Cetera Wealth Services, Llc | Dallas | TX | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
| Ads Inheritance Education | Coppell | TX | 06/2026 | Present |
1) OAA#: 53826 | Org Name:Artiz Stroud LLC | Org Addr:denton, TX, US | Nature of Bus:Life Coaching | Invst Rel:N | Title:Owner and Professional Life Coach. | Duties:I will be the lead life coach so obtaining clients, teaching classes, and making videos. | Start Dt:03/15/2018 | Total Hrs p/m:20 | Sec Trdng Hrs p/m:0 2) OAA#: 53827 | Org Name:Shepherd Effect | Org Addr:Denton, TX, US | Nature of Bus:Equipping fathers on how to reflect the Good Shepherd. | Invst Rel:N | Title:Co-owner/President | Duties:Provide content, star in videos, and teach classes. | Start Dt:03/14/2018 | Total Hrs p/m:20 | Sec Trdng Hrs p/m:0 3) ADS ESTATE PLANNING PREP POSITION: Owner and Coach NATURE: I will be coaching my clients on all the necessary documents needed to prepare for estate planning. They will receive a checklist and I will provide suggestions on where to store it. I will not be the one creating any estate documents like wills, trusts, or powers of attorneys. INVESTMENT RELATED: No NUMBER OF HOURS: 28 SECURITIES TRADING HOURS: 3 START DATE: 03/11/2024 ADDRESS: 191 Duchess Drive, Apt1125, Denton TX 76208, United States DESCRIPTION: -I will be coaching individual/families on the documents needed to prepare for estate planning.They will receive a checklist and I will provide suggestions on where to store it.?-I will also be making content in the form of videos and written content to share on social media, facebook to be exact.-I will be setting up the systems and procedures of running the business and then run it.-I will be marketing content via facebook and soliciting for clients. 4) ADS BUDGET COACHING POSITION: I will be a budget coach NATURE: I will be helping couple budget their time, talents, and personal home budgets. INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 01/01/2024 ADDRESS: 191 Duchess Drive, APT1125, Denton TX 76208, United States DESCRIPTION: -I will be creating content to post on social media to get clientele.-I will be conducting budgeting sessions and providing couples solutions.-I will be basically doing everything that an self-employed individual does to get clientele, which stems from creating content, posting it on my personal Facebook page. I will conduct budget sessions and give feedback on ways clients can improve their personal budget situation. I will also help others discover what their talent/gifting is and budget that and their time. 5) ADS TAX PREP POSITION: Tax Preparer NATURE: ADS Tax Prep will be my business name as a self-employed tax preparer approved by the IRS. I will be preparing W2 workers taxes and e-filing them to the IRS. INVESTMENT RELATED: No NUMBER OF HOURS: 32 SECURITIES TRADING HOURS: 16 START DATE: 01/01/2024 ADDRESS: 191 Duchess Drive, APT1125, Denton TX 76208, United States DESCRIPTION: I will be preparing W2 workers taxes and e-filing them withthe IRS. NAME OF OTHER BUSINESS: ADS INHERITANCE EDUCATION INVESTMENT RELATED: NO ADDRESS: 191 DUCHESS DRIVE APT1125 DENTON TX 76208; NATURE OF BUSINESS: EDUCATION START DATE: 6/21/026 POSITION/TITLE/RELATIONSHIP: CEO APX NUMBER OF HOURS PER WEEK: 5 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: PROVIDE WORK BOOK FOR ORGANIZING FINANCIAL INFORMATION.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-03-04 |
| S63 | Uniform Securities Agent State Law Examination | 2007-08-09 |
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